Chadds Ford, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Smithbridge Asset Management, Inc.
Team
Firm-wide stats for Smithbridge Asset Management, Inc.
About
Smithbridge Asset Management is an SEC-registered advisory firm that provides financial planning and portfolio management primarily for individuals, trusts, estates, retirement plans, charitable organizations, and endowments, serving both high-net-worth and non-high-net-worth clients. The firm manages accounts on a discretionary basis and also provides services to institutional clients and pooled vehicles in addition to individual accounts.
The firm’s investment approach emphasizes disciplined, fundamentally driven equity selection concentrated in large-cap U.S. companies, complemented by diversified exposure through individual bonds, mutual funds, REITs, MLPs and ETFs, with an emphasis on investment-grade fixed income and tax-efficient management for taxable accounts. Smithbridge offers individualized account management as well as model portfolio solutions delivered through third‑party platforms, and it employs periodic portfolio reviews and an investment policy committee to guide asset allocation and risk oversight.
Distinctive features include its role as investment manager to a registered mutual fund and its provision of portfolio management to other investment companies and pooled investment vehicles—services that are relatively uncommon among similarly sized team advisors. The firm also makes its model portfolios available to unaffiliated advisors via platforms, combining retail client services with institutional-style governance and multi-channel distribution.
Based on Smithbridge Asset Management, Inc.
Expertise
Based on Smithbridge Asset Management, Inc.
Location
116 Commons Court
Chadds Ford PA 19317
Advisors at this office
5
Advisors at this office
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)