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Chadds Ford, PA Office

Team
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Smithbridge Asset Management, Inc. logo

Smithbridge Asset Management, Inc.

Team

Firm-wide stats for Smithbridge Asset Management, Inc.

Total advisors

6

Across 2 offices

Clients per advisor

83 High

Avg AUM per client

$1,506,341 High

HNW client ratio

32% Typical

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

General retirement planning Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)

Based on Smithbridge Asset Management, Inc.

Occupation focus

Founder/Business Owner Retired

Based on Smithbridge Asset Management, Inc.

Location

116 Commons Court

Chadds Ford PA 19317

Advisors at this office

5

Advisors at this office

user avatar

David H

CFA®, Series 65

Chadds Ford, PA

Smithbridge Asset Management, Inc.

David Hargrove is a CFA® charterholder with 29 years of industry experience. He is a financial advisor at Smithbridge Asset Management, Inc. and has previously worked at Bassett Hargrove Investment Counsel LLC and Tucker Hargrove Management Inc., where he currently holds a president position. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments, with a focus on disciplined equity selection and diversified fixed income strategies. The firm manages accounts on both discretionary and institutional bases and is notable for managing a registered mutual fund and providing portfolio management to pooled investment vehicles.

General retirement planning Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Shawn K

CFP®, Series 63, Series 66

Chadds Ford, PA

Smithbridge Asset Management, Inc.

Shawn Keane is a CFP® professional with 24 years of experience in the financial industry. He has been with Smithbridge Asset Management, Inc. since 2016. In addition to his advisory role, Keane is an insurance agent licensed for life and health insurance. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on disciplined, fundamentally driven equity selection in large-cap U.S. companies, combined with diversified fixed income and tax-efficient management, offering both individualized account management and model portfolio solutions.

General retirement planning Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Jonathan K

CFA®, Series 65

Chadds Ford, PA

Smithbridge Asset Management, Inc.

Jonathan Kolle is a CFA® charterholder with 27 years of experience in the financial industry. He is a senior advisor at Smithbridge Asset Management, Inc., where he has worked since 1999. Prior to this, he was with Financial Freedom Innovations, Ltd for one year. He also serves as President and Chief Compliance Officer of Smithbridge Asset Management, LLC. Smithbridge Asset Management is an SEC-registered advisory firm that provides financial planning and portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm serves a diverse client base including high-net-worth and institutional clients, with an investment approach focused on disciplined, fundamentally driven equity selection and diversified fixed-income strategies.

General retirement planning Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Brendan K

Series 65

Chadds Ford, PA

Smithbridge Asset Management, Inc.

Brendan Keane is a Series 65-licensed financial advisor at Smithbridge Asset Management, Inc. with two years of industry experience. Prior to joining Smithbridge, he worked at TMNAS Services and has a background that includes time as a full-time student and work at the YMCA. Smithbridge Asset Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on fundamentally driven equity selection in large-cap U.S. companies, complemented by diversified fixed income and tax-efficient management, and offers both individualized account management and model portfolio solutions.

General retirement planning Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Timothy D

CFA®, Series 63

Chadds Ford, PA

Smithbridge Asset Management, Inc.

Timothy Deangelo is a CFA® charterholder with five years of industry experience. He is currently with Smithbridge Asset Management, Inc., where he has worked since 2024. His prior experience includes roles at Creative Planning, LLC, Daniels + Tansey, LLP, and Wharton Business Group, LLC. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, endowments, and institutional clients. The firm focuses on disciplined, fundamentally driven equity selection in large-cap U.S. companies, alongside diversified fixed income and tax-efficient management, offering both individualized account management and model portfolio solutions.

General retirement planning Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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