TRIBRIDGE PARTNERS FINANCIAL LLC

CRD

326489

SEC file #

801-129200

EIN

991321623

DBA names

—

Economics

AUM

$1.60B

AUM band

$1B+

AUM trajectory

'25 · $1.20B

'26 · $1.60B

'25'26

$1.20B → $1.60B▲ +33%

sec adv history

Client mix

Individuals High Net Worth	174
Pension Profit Sharing Plans	118
Individuals Other	58
Corporations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 8 advisors

'26 · 8 advisors

'25'26

8 advisors → 8 advisors▬ 0%

sec adv history

Primary office

COLUMBIA MD

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

02/24/2026

tribridgepartnersfinancial.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TBP GROUP LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

TBP GROUP LLC

DITTO, JASON, LEE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

TRIBRIDGEPARTNERSFINANCIAL.COM

Rdap Domain Creation Date

2023-12-12T20:52:11Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

278,406

Form 5500 Compensation Trajectory 3y

2025	250,417
2026	27,989

Form 5500 Plan Count Trajectory 3y

2025	16
2026	2

Schedule C Total Compensation

278,406

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0002083677

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-08-27

Edgar Last Filing Date

2026-04-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-15

Accession0002083677-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.405

Soi Zip Pct 200k Plus

0.1321

Soi Zip Returns 200k Plus

1,050

Soi Zip Total AGI

834,857

Fdic Zip Total Deposits

5,413,404,000

Fdic Zip Branch Count

157

Fdic Zip Top Banks

Manufacturers and Traders Trust Company

Capital Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

6721 COLUMBIA GATEWAY DRIVESUITE 100COLUMBIA, MD 21046

Business

6721 COLUMBIA GATEWAY DRIVESUITE 100COLUMBIA, MD 21046

Edgar EIN

991321623

Edgar Recent Filings

13F-HR2026-04-15 · 0002083677-26-000002

13F-HR2026-01-26 · 0002083677-26-000001

Fdic Zip Branches Raw

NationsBank, National AssociationColumbia, MD

Fdic Zip HHI

1450.15

Fdic Zip Top Bank Share Pct

28.96

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-12-12T20:52:11Z

Rdap Domain Last Changed

2025-12-13T14:15:28Z

Rdap Nameservers

Ns05.domaincontrol.comNs06.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	18,188
Returns	1,610

Stub 2

AGI	46,139
Returns	1,230

Stub 3

AGI	62,434
Returns	1,000

Soi Zip Total Business Income

16,509

Soi Zip Total Cap Gains

26,513

Soi Zip Total Dividends

14,576

Soi Zip Total Returns

7,950

Trust Company Affiliate