Data / Investment advisers / Maryland / Tribridge Partners Financial LLC
Tribridge Partners Financial LLC, Columbia, MD: $1.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tribridge Partners Financial LLC is an SEC registered investment adviser with its main office in Columbia, Maryland and reports $1.6 billion in regulatory assets under management in its Form ADV filed July 17, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Tribridge Partners Financial LLC (CRD number 326489): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 326489
- SEC file number
- 801-129200
- SEC status
- Approved, effective May 15, 2024
- Main office
- 6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046
- Phone
- (240) 422-8799
- Website
- tribridgepartnersfinancial.com
- Regulatory AUM
- $1,598,146,294 in the Form ADV filed July 17, 2026
- Discretionary AUM
- $407,383,140
- Non discretionary AUM
- $1,190,763,154
- Accounts
- 535
- Employees
- 23, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- July 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 118 | $1.22 billion |
| High net worth individuals | 174 | $352.9 million |
| Individuals (other than high net worth individuals) | 58 | $22.2 million |
| Corporations or other businesses | 2 | $358,876 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.60 billion | February 24, 2026 |
| December 1, 2025 | $1.20 billion | April 1, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| WBH Advisory, Inc. | Baltimore | $1.74 billion | Not listed | adviserinfo.sec.gov |
| Advisorshares | Bethesda | $1.72 billion | Not listed | adviserinfo.sec.gov |
| Advisors Preferred LLC | Rockville | $1.69 billion | Not listed | adviserinfo.sec.gov |
| Scarborough Capital Management | Annapolis | $1.64 billion | Not listed | adviserinfo.sec.gov |
| Rotunda Capital Partners, LLC | Bethesda | $1.61 billion | 12 | adviserinfo.sec.gov |
| Tritonpoint Wealth, LLC | Chevy Chase | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Edgemoor Investment Advisors, Inc. | Bethesda | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Sargent Investment Group | Bethesda | $1.48 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Tribridge Partners Financial LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.