# Springboard Asset Management

Springboard Asset Management is a Bank / Wealth / Trust based in Cheshire, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cheshire, United States
- **Region:** North America
- **Address:** Cheshire, CT, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** springboardasset.com

## Regulatory record

- **CRD number:** 154862
- **SEC file number:** 801-122972
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154862

## About

Springboard Asset Management was founded in 2010 by Charles, establishing a registered investment advisory practice in Cheshire. The firm operates on a fee-only basis, a structural choice meant to minimize the conflicts inherent in commission-based brokerage models. Its client base spans individuals, trusts, and corporations. The firm's primary service is investment advisory, encompassing both financial planning and portfolio construction. Springboard does not publicly disclose its assets under management, specific portfolio holdings, or sector allocations, which is characteristic of a private RIA serving retail and trust clients directly. Its operational footprint remains centered on its single Connecticut office. The firm's website features commentary from Charles on the lessons learned over a career in wealth management. No additional offices, named professionals beyond Charles, or adjacent vehicles such as philanthropic foundations or operating businesses are identified in firm disclosures. Structurally, Springboard's differentiator is its fee-only posture. Unlike broker-dealers who earn commissions on product sales, a fee-only RIA is compensated directly by the client for advice, aligning the firm's economic incentive with the client's outcomes rather than transaction volume.

## People

- Charles

## Questions

### How does Springboard source its clients?

Springboard does not detail a specific sourcing model. As a fee-only RIA, typical client acquisition paths include personal networks, referrals from existing clients, and relationships with trusts and corporations, which align with its stated client base.

### What is the firm's known posture on co-investments alongside external asset managers?

Springboard does not publicly describe any co-investment programs. Its disclosed services focus on financial planning and investment portfolio management for a retail and trust client base, where co-investment activity is atypical.

## Related profiles

- [Springbank Venture Capital](https://altss.com/profile/springbank-venture-capital)
- [Springboard Fund](https://altss.com/profile/springboard-fund)

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Last updated: 2026-06-03T20:00:00.000Z

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