CRD: 106261
Smithbridge Asset Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-16-1997
- Office Locations
- 2
Office Locations
About Smithbridge Asset Management, Inc.
Smithbridge Asset Management provides individualized wealth management and financial planning, combining retirement, estate, tax and insurance planning with customized portfolio management. Portfolios use a long-standing fundamental security-selection process and emphasize diversified, high-quality, tax-efficient, low-turnover allocations across stocks, bonds, mutual funds and ETFs. Custodies with Charles Schwab and serves both retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JONATHAN FREDERIC KOLLE
Chief Compliance Officer, President
- CRD
- #1556948
- Ownership
- 50% but less than 75%
SHAWN RICHARD KEANE
Vice President
- CRD
- #4484740
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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CYNTHIA LYNN DE SAINTE MARESVILLE
Financial Planner
- CRD
- #2348319
TIMOTHY JOHN DEANGELO
--
- CRD
- #4464790
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $813,746,575 | $750,689 |
| Non-Discretionary | $16,921,663 | $1,410,139 |
| Total | $830,668,238 | $757,909 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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