SMITHBRIDGE ASSET MANAGEMENT, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $830.7M |
| Discretionary | $813.7M98% of AUM |
| Non-Discretionary | $16.9M |
| Client Accounts | 1,096 |
| Avg Account Size | $758K |
| Employees | 12 |
| Peak AUM | $830.7MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $831M | +24.8% | +16.3% | +19.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $830.7M |
| Discretionary | $813.7M |
| Employees | 12 |
| Client Accounts | 1096 |
| Client Range | 251-500 |
Contact & Location
Address
116 COMMONS COURT
CHADDS FORD PA 19317
Phone
610-361-9141
Filing History
49 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$814M
98.0% of AUM
Non-Discretionary
$17M
2.0% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported