S
$8.2M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
2 Employees
18 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · MID Atlantic · Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2024
- Office Locations
- 1
Office Locations
407 E. 5TH ST Suite B Chattanooga TN
About Southbridge Capital Partners LLC
Southbridge Capital Partners LLC is a Chattanooga-based RIA. The firm has been operating for 2 years. Managing $8.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and MID Atlantic.
Team overview
68 AVG AGE
$4.1M AVG AUM / ADVISOR
$457.9K AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Sheila Mae Brooks
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6075655
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOHN PATTERSON COREY
Advisor
- CRD
- #1032543
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,241,557 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,241,557 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing