Charlesbridge Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Charlesbridge Advisors lists individuals, high-net-worth individuals, banking or thrift institutions and charitable organizations as clients. Of its assets, 7.5% ($8.14M across 5 accounts) are managed with discretion; $100M across 2 accounts are not.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | Fewer than 5 | 5% |
| Banking or thrift institutions | Fewer than 5 | 92% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $608K | 0.6% | — |
| High-net-worth individuals | Fewer than 5 | $5.39M | 5.0% | — |
| Banking or thrift institutions | Fewer than 5 | $100M | 92.5% | — |
| Charitable organizations | Fewer than 5 | $2.14M | 2.0% | — |
| Total | Not reported | $108M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $608K
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $5.39M
- AUM share
- 5.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $100M
- AUM share
- 92.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.14M
- AUM share
- 2.0%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $108M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Charlesbridge Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Charlesbridge, MHC owns 75% or more of Charlesbridge Advisors. The leadership team of Charlesbridge Advisors includes President Kathryn Hersey and Chief Compliance Officer Robert Boon. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Charlesbridge Advisors, LLC
Charlesbridge, MHC
Control person · since February 2026
Besides its headquarters, Charlesbridge Advisors has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 888 Washington Street, DedhamHQ
Contact and registration details
- Legal name
- Charlesbridge Advisors, LLC
- Headquarters
- 888 Washington Street, Dedham, MA 02026
- Website
- Not reported
- Phone
- 781-682-3299
- @charlesbridge-advisors
- SEC file
- 801-136229
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Charlesbridge Advisors’ named custodian for separately managed accounts is Charles Schwab ($98.9M). Charlesbridge Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $98.9M100%
At year end, Charlesbridge Advisors’ separately managed accounts were mostly in stocks (74%) and bonds (24%).
What the accounts hold
- Stocks74%
- Bonds24%
- Cash2%
What services does Charlesbridge Advisors offer?
Charlesbridge Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Charlesbridge Advisors use?
Charlesbridge Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $98.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does Charlesbridge Advisors have?
Charlesbridge Advisors has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Charlesbridge Advisors invest in?
At the end of its last fiscal year, Charlesbridge Advisors’ separately managed accounts held 74% exchange-traded equities, 24% investment grade corporate bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Charlesbridge Advisors?
Charlesbridge Advisors’ direct owner is Charlesbridge, MHC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does Charlesbridge Advisors get paid?
Charlesbridge Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Charlesbridge Advisors?
Charlesbridge Advisors’ main office is at 888 Washington Street, Dedham, MA 02026. Its phone number is 781-682-3299.