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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

RISKBRIDGE ADVISORS, LLC

CRD 310396

NORWALK, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42ddb9d6-b534-fe58-e2a5-1a6e36bc2384

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 8
On other graphs: 0
Observed: Sep 30, 2020 to Aug 28, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.49 fund_share=0.05 institutional_share=0.42 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $898MItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $540M
Private client RAUM: $444MderivedItem 5.D individuals plus high net worth individuals
Private client share: 49%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 293
Individual clients: 218
High net worth clients: 59
SEC number: 801-119715
CRD: 310396
Filings on the tape: 21
First filed: Sep 30, 2020
Latest filed: Aug 28, 2026
Organised: Limited Liability Company, DE
Website: riskbridgeadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM ROSS KENNEDY	Chartered Financial Analyst	NORWALK, CT	5	14	1	no
CLAY ALAN SKURDAL	n/a	NORWALK, CT \| Eugene, OR	5	42	6	no
CRAIG DAVID PFEIFFER	n/a	NORWALK, CT \| CINCINNATI, OH	5	29	2	no
Joshua Kaufman	n/a	Sandy Hook, CT \| NORWALK, CT	5	12	n/a	no
RYAN ALEXANDER BOLANOS	n/a	NORWALK, CT	0	12	n/a	no
Michael John Fredericks	n/a	NORWALK, CT	0	17	n/a	no
Ian Leigh Skurdal	n/a	NORWALK, CT \| Eugene, OR	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KENNEDY, WILLIAM, ROSS	CEO, CIO, CCO	Na	yes	07/2020	Sep 30, 2020	Apr 4, 2024
KENNEDY, WILLIAM, ROSS	Owner	E	yes	09/2019	Sep 30, 2020	Apr 4, 2024
TOMAH MANAGEMENT, LLC	MANAGING MEMBER	D	yes	07/2020	Sep 30, 2020	Apr 4, 2024
MCELROY, DAVID, H	Member	A	no	08/2020	Sep 30, 2020	Apr 4, 2024
PFEIFFER, CRAIG, DAVID	Member	A	no	08/2020	Sep 30, 2020	Apr 4, 2024
RISKBRIDGE PARTNERS, LLC	Member	Na	no	04/2023	Mar 15, 2024	Apr 4, 2024
ZAFFINO, JONATHAN	Member	A	no	08/2020	Sep 30, 2020	Apr 4, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$898M	$540M	15	8	2	n/a	n/a
2024	Apr 2, 2025	$834M	$392M	15	8	4	n/a	n/a
2023	Mar 15, 2024	$633M	$285M	7	6	2	n/a	n/a
2022	Mar 15, 2023	$435M	$193M	6	6	3	n/a	n/a
2021	Mar 15, 2022	$395M	$190M	6	6	3	n/a	n/a
2020	Feb 26, 2021	$127M	$127M	3	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	42.9%	0	2	0	2	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$898M	$834M	7.7%	$435M	27.3%	10	15	2	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INTEGRITY ALLIANCE, LLC	2	Jun 30, 2026	Nov 3, 2025	EUGENE, OR	Team lift out	RIA to ibd	22.2%

Relationships

Registered with (10)

← Ian Leigh SkurdalAdvisorregistration: previous registration
Jun 4, 2025 to Oct 31, 2025factForm ADV
← Michael John FredericksAdvisorregistration: current employment
Apr 18, 2026 to presentfactForm ADV
← RYAN ALEXANDER BOLANOSAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← Joshua KaufmanAdvisorregistration: current employment
Aug 16, 2021 to presentfactForm ADV
← CLAY ALAN SKURDALAdvisorregistration: current employment
Feb 11, 2021 to presentfactForm ADV
← CRAIG DAVID PFEIFFERAdvisorregistration: current employment
Feb 11, 2021 to presentfactForm ADV
← WILLIAM ROSS KENNEDYAdvisorregistration: current employment
Jan 10, 2021 to presentfactForm ADV
← Thomas Wayne DavisAdvisorregistration: previous registration
Mar 17, 2025 to Jun 30, 2026factForm ADV
← Nichole Renee ZahnerAdvisorregistration: previous registration
Mar 20, 2025 to Jun 30, 2026factForm ADV
← Esme Eva MianoAdvisorregistration: previous registration
Feb 23, 2024 to May 22, 2026factForm ADV

Moved with (1)

→ INTEGRITY ALLIANCE, LLCRegistered adviser2 advisors, team lift out, same day
Jun 30, 2026 to Nov 3, 2025factForm ADV

Controls (2)

← KENNEDY, WILLIAM, ROSSOwnerOWNER, ownership code E, individual
Sep 30, 2020 to Apr 4, 2024factForm ADV
← TOMAH MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Sep 30, 2020 to Apr 4, 2024factForm ADV

Owns (4)

← MCELROY, DAVID, HOwnerMEMBER, ownership code A, individual
Sep 30, 2020 to Apr 4, 2024factForm ADV
← ZAFFINO, JONATHANOwnerMEMBER, ownership code A, individual
Sep 30, 2020 to Apr 4, 2024factForm ADV
← PFEIFFER, CRAIG, DAVIDOwnerMEMBER, ownership code A, individual
Sep 30, 2020 to Apr 4, 2024factForm ADV
← RISKBRIDGE PARTNERS, LLCOwnerMEMBER, ownership code NA, domestic entity
Mar 15, 2024 to Apr 4, 2024factForm ADV

Dated events

Occurred
Jun 30, 2026
Team lift-out
2 advisors left Riskbridge Advisors, LLC (Eugene, OR) for Integrity Alliance, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 30, 2026
Advisor changed firm
Nichole Renee Zahner left Riskbridge Advisors, Llc for Integrity Alliance, Llc (registered 2025-11-03)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2026
Advisor changed firm
Thomas Wayne Davis left Riskbridge Advisors, Llc for Integrity Alliance, Llc (registered 2025-11-03)
Form ADVobserved 4 days ago
Occurred
May 22, 2026
Advisor changed firm
Esme Eva Miano left Riskbridge Advisors, Llc for Compass Wealth Management Llc (registered 2026-06-04)
Form ADVobserved 4 days ago
Occurred
Apr 2, 2025
Regulatory AUM changed
Riskbridge Advisors, Llc reported RAUM $833.8M, up 32% from $633.0M (2025-01-14 to 2025-04-02)
Form ADVobserved 4 days ago
$201M
Occurred
Mar 15, 2024
Regulatory AUM changed
Riskbridge Advisors, Llc reported RAUM $633.0M, up 45% from $435.2M (2023-04-04 to 2024-03-15)
Form ADVobserved 4 days ago
$198M
Occurred
Mar 15, 2022
Regulatory AUM changed
Riskbridge Advisors, Llc reported RAUM $394.7M, up 210% from $127.1M (2021-12-22 to 2022-03-15)
Form ADVobserved 4 days ago
$268M
Occurred
Sep 30, 2020
First Form ADV filing
Riskbridge Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42ddb9d6-b534-fe58-e2a5-1a6e36bc2384
First observed: Sep 30, 2020
Last observed: Aug 28, 2026 22 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RISKBRIDGE ADVISORS, LLC

CRD 310396

NORWALK, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42ddb9d6-b534-fe58-e2a5-1a6e36bc2384

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:44 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM ROSS KENNEDY

Chartered Financial Analyst

NORWALK, CT

CLAY ALAN SKURDAL

n/a

NORWALK, CT | Eugene, OR

CRAIG DAVID PFEIFFER

n/a

NORWALK, CT | CINCINNATI, OH

Joshua Kaufman

n/a

Sandy Hook, CT | NORWALK, CT

n/a

RYAN ALEXANDER BOLANOS

n/a

NORWALK, CT

n/a

Michael John Fredericks

n/a

NORWALK, CT

n/a

Ian Leigh Skurdal

n/a

NORWALK, CT | Eugene, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KENNEDY, WILLIAM, ROSS

CEO, CIO, CCO

yes

07/2020

Sep 30, 2020

Apr 4, 2024

KENNEDY, WILLIAM, ROSS

Owner

yes

09/2019

Sep 30, 2020

Apr 4, 2024

TOMAH MANAGEMENT, LLC

MANAGING MEMBER

yes

07/2020

Sep 30, 2020

Apr 4, 2024

MCELROY, DAVID, H

Member

08/2020

Sep 30, 2020

Apr 4, 2024

PFEIFFER, CRAIG, DAVID

Member

08/2020

Sep 30, 2020

Apr 4, 2024

RISKBRIDGE PARTNERS, LLC

Member

04/2023

Mar 15, 2024

Apr 4, 2024

ZAFFINO, JONATHAN

Member

08/2020

Sep 30, 2020

Apr 4, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$898M

$540M

n/a

2024

Apr 2, 2025

$834M

$392M

n/a

2023

Mar 15, 2024

$633M

$285M

n/a

2022

Mar 15, 2023

$435M

$193M

n/a

2021

Mar 15, 2022

$395M

$190M

n/a

2020

Feb 26, 2021

$127M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

42.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$898M

$834M

7.7%

$435M

27.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INTEGRITY ALLIANCE, LLC

Jun 30, 2026

Nov 3, 2025

EUGENE, OR

Team lift out

RIA to ibd

22.2%