Strong Bridge Advisors Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 315520
· San Francisco, CA
· WWW.STRONGBRIDGEADVISERS.COM
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ADV data as of Mar 18, 2026
- Regulatory AUM
- $63.5M
- Discretionary
- $47.0M
- Clients
- 72
- Avg AUM / client
- $882K
- Accounts
- 133
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $93.2K | 0.15% |
| High net worth individuals | 68 | $61.5M | 96.9% |
| Corporations and other businesses | 2 | $1.9M | 3.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Andrew Janis | Registered representative | CFA | Dec 2021 (5y) | |
| Nilesh Milaprai Nanavati | Registered representative | CFA | Jan 2026 (1y) | |
| Roberto Ventura | Registered representative | Jan 2026 (1y) |
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) | 03/18/2026 | 1.01 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Interactive Brokers $33.6M (53% of AUM) Mar 2026
- Fidelity Brokerage Services $6.6M (10% of AUM) Mar 2026
- Charles Schwab & Co. $6.3M (10% of AUM) Mar 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: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗