Riskbridge Advisors, Llc
- Regulatory AUM
- $898M
- Discretionary
- $540M
- Clients
- 293
- Avg AUM / client
- $3.1M
- Accounts
- 293
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 218 | $65.4M | 7.28% |
| High net worth individuals | 59 | $379M | 42.2% |
| Pension and profit sharing plans | 2 | $2.8M | 0.31% |
| Charitable organizations | 5 | $25.3M | 2.82% |
| Other investment advisers | 1 | $47.4M | 5.28% |
| Insurance companies | 1 | $348M | 38.7% |
| Corporations and other businesses | 7 | $30.9M | 3.44% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Ross Kennedy | Owner | CFA | Sep 2019 (7y) | ≈ 37.5% – 75% via Tomah Management, Llc |
| Craig David Pfeiffer | Member | Aug 2020 (6y) | 5% – 10% | |
| Mcelroy, David, H | Member | Aug 2020 (6y) | 5% – 10% | |
| Zaffino, Jonathan | Member | Aug 2020 (6y) | 5% – 10% | |
| Clay Alan Skurdal | Registered representative | Feb 2021 (6y) | ||
| Joshua Kaufman | Registered representative | Aug 2021 (5y) | ||
| Estelle St. Clair Stedman | Registered representative | Feb 2024 (3y) | ||
| Ryan Alexander Bolanos | Registered representative | Oct 2025 (1y) | ||
| Michael John Fredericks | Registered representative | Apr 2026 (0y) | ||
| Ian Leigh Skurdal | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tomah Management, Llc | Managing Member | Jul 2020 | A | 50% – 75% |
| Riskbridge Partners, Llc | Member | Apr 2023 | A | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- William Ross Kennedy: 75% – 100% of Tomah Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $332M (37% of AUM) Aug 2026
- Assetmark Brokerage, Llc $75.0M (9% of AUM) Oct 2025
- Bank Of Ny Mellon $50.0M (6% of AUM) Aug 2026
- Inspira Financial $540K (0% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 28, 2026.
View current Form ADV (SEC/IAPD) ↗