Truebridge Capital Partners
Chapel Hill, NC·SEC-registered · CRD #155425
Truebridge Capital Partners is an SEC-registered investment advisory firm in Chapel Hill, NC managing $11B across 263 client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
263
Advisory staff
15
Fee model
Fee-only
How Truebridge Capital Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Truebridge Capital Partners
How much does Truebridge Capital Partners manage?
Per its most recent SEC Form ADV filing (04/29/2026), Truebridge Capital Partners reports $11B in regulatory assets under management across roughly 263 client accounts.
How does Truebridge Capital Partners charge?
Truebridge Capital Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Truebridge Capital Partners a fiduciary?
Yes. Truebridge Capital Partners is registered with the U.S. Securities and Exchange Commission (CRD #155425), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Truebridge Capital Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Truebridge Capital Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Truebridge Capital Partners's public SEC Form ADV filing (CRD #155425, filed 04/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Truebridge Capital Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Truebridge Capital Partners? Claim this profile.