SouthBridge Capital Partners LLC

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Client assets under management

$8,241,557

Clients

6% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$457,864

About

SouthBridge Capital Partners is a small state‑registered investment adviser managing about $8.24 million for roughly 18 clients through two investment advisor representatives. The firm offers non‑discretionary investment management, access to independent third‑party managers, retirement plan consulting, and legacy/estate advisory services for individuals, high‑net‑worth families, trusts, estates, partnerships, and charitable organizations, including multi‑generational family accounts.

The firm generally operates on a non‑discretionary basis and provides recommendations that require client approval before execution, using a mix of strategic, tactical, and core‑satellite allocation approaches informed by quantitative and qualitative analysis. Portfolios may include equities, fixed income, mutual funds, ETFs, options, and, when appropriate, alternative or private investments implemented directly or via third‑party managers.

Compared with many peers, SouthBridge discloses two uncommon practices: it may recommend the use of borrowing or margin in separately managed accounts for non‑investment needs (for example, bridge loans), and its advisors engage in licensed insurance activities and receive commissions on insurance product sales, a potential conflict the firm discloses. The brochure also notes the firm’s authority to hire or replace third‑party managers and allocate assets among them without obtaining prior client consent, and it uses third‑party administrative technology for reporting, fee calculation, and billing.

Client services

Portfolio management Selection of other advisers

Expertise

Private / alternative investments Wealth management

Fee options

Percentage

Up to 1.50% annually

Main office location

SouthBridge Capital Partners LLC

407 E. 5 Th St, Suite B

Chattanooga TN 37403, United States

Number of offices

Most active in

Tennessee

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

423-413-2934

Advisors at this firm

Sheila B

Series 66

Chattanooga, TN

SouthBridge Capital Partners LLC

Sheila Brooks is a financial advisor at SouthBridge Capital Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has worked previously at The Leaders Group Inc, Union Financial, Principal Life Insurance Company, Principal Securities Incorporated, and Axa Advisors, LLC. In addition to her advisory role, she operates as an independent insurance agent. SouthBridge Capital Partners is a state-registered investment adviser serving individuals, families, estates, trusts, retirement plans, and select institutional clients. The firm manages portfolios primarily on a non-discretionary basis, using diversified asset-allocation strategies that combine quantitative optimization with fundamental, technical, and qualitative analysis.

Private / alternative investments Wealth management

John C

Series 63

Chattanooga, TN

SouthBridge Capital Partners LLC

John Corey is a financial advisor at SouthBridge Capital Partners LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Thurston Springer Financial, Principal Life Insurance Company, Principal Securities Incorporated, M Holding Securities, and Evergreen Consulting. Outside of his advisory role, he is also an insurance agent specializing in fixed annuities, long-term care, life, disability, group benefits, and health insurance. SouthBridge Capital Partners is a state-registered investment adviser serving individuals, families, estates, trusts, retirement plans, and select institutional clients. The firm employs diversified asset-allocation strategies combining quantitative optimization with fundamental, technical, and qualitative analysis, primarily managing portfolios on a non-discretionary basis.

Private / alternative investments Wealth management

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