Investment adviser · CRD 106261
SMITHBRIDGE ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
CHADDS FORD, PA, United States · Form ADV filed Sep 3, 2026
- Regulatory AUM
- $831M Form ADV · Item 5.F
- Client accounts
- 1,096 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 161 | $634,334,250 | 76.4% |
| Individuals | 339 | $118,836,460 | 14.3% |
| Investment companies | 1 | $33,290,455 | 4.0% |
| Charities | 7 | $30,555,654 | 3.7% |
| Retirement plans | Fewer than 5 | $12,851,831 | 1.5% |
| Pooled investment vehicles | 2 | $799,588 | 0.1% |
Filing source
Form ADV 2123524 · Sep 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
116 COMMONS COURTCHADDS FORD, PA, 19317, United States
CRD 106261
Filing source
Form ADV 2123524 · Sep 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.