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Southbridge Advisors
Southbridge Capital is an SEC-registered investment adviser in Chattanooga, TN. It manages approximately $8 million in regulatory assets. The firm has 2...
Southbridge Advisors
Southbridge Capital is an SEC-registered investment adviser in Chattanooga, TN. It manages approximately $8 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
Private Equity
Year founded
2019
AUM
Undisclosed
Location
Region
Asia
Country
United States
City
Chattanooga
Corporate office
533 Johnson Ferry Road, Suite 200, Marietta, GA 30068, United States
Additional offices
6340 Sugarloaf Parkway, Suite 200, Duluth, GA 30097, United States
Principals
Jerold M. Sniderman
Managing Partner and Wealth Advisor
Louis Brown
Partner and Wealth Advisor
Rob Donnell
Partner and Wealth Advisor
Todd Fields
Partner and Wealth Advisor
George Richerson
Partner and Wealth Advisor
Frequently asked questions
Who runs investment decisions at Southbridge Advisors?
The firm lists Jerold Sniderman as Managing Partner alongside four additional Partner and Wealth Advisors — Louis Brown, Rob Donnell, Todd Fields, and George Richerson. All hold specialized credentials including CFP, AIF, and QPFC designations. The website does not identify a separate Chief Investment Officer, suggesting investment decisions are made collaboratively at the partner level.
Is Southbridge Advisors a fiduciary?
Yes. The firm explicitly markets itself as a fiduciary, highlighting that it is independent, transparent, and free of product quotas or broker-dealer conflicts. Its partners hold designations including AIF (Accredited Investment Fiduciary) that require a commitment to fiduciary standards.
Does Southbridge Advisors offer pooled investment vehicles or just individual accounts?
The firm's website describes only individually managed portfolios and 401k plan consulting. It makes no mention of commingled funds, private equity vehicles, or pooled alternative investment structures. Its practice appears built entirely around personal wealth management and corporate retirement plans for individual clients.
How is Southbridge Advisors structured as a business?
Southbridge operates as an independent registered investment advisor with offices in Marietta and Duluth, Georgia. The firm lists five partner-level advisors, and its website describes a partnership model that relies on client referrals for new business. It does not publicly disclose assets under management or the number of clients it serves.
Does Southbridge Advisors operate outside of Georgia?
The firm maintains two physical offices, both in the Atlanta metropolitan area — one in Marietta and one in Duluth, Georgia. Team photographs show all five partners based in Atlanta, suggesting the firm's advisory capacity is concentrated in the region, though no specific geographic restrictions on client service are publicly stated.
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