Tribridge Partners Financial Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $407M
- Clients
- 352
- Avg AUM / client
- $4.5M
- Accounts
- 535
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $22.2M | 1.39% |
| High net worth individuals | 174 | $353M | 22.1% |
| Pension and profit sharing plans | 118 | $1.2B | 76.5% |
| Corporations and other businesses | 2 | $359K | 0.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Michael Schneider | Chief Operating Officer | Feb 2024 (3y) | Less than 5% | |
| Ditto, Jason, Lee | Chief Investment Officer | Feb 2024 (3y) | Less than 5% | |
| Hykes, Heath, Anthony | Chief Executive Officer | Feb 2024 (3y) | ≈ 18.75% – 50% via Tbp Group Llc | |
| John Christopher Morris | Executive Vice President | CFP | Feb 2024 (3y) | ≈ 18.75% – 50% via Tbp Group Llc |
| Rianhard, Richard, Dane | Founding Principal | Feb 2024 (3y) | ≈ 18.75% – 50% via Tbp Group Llc | |
| Younkins, Paul | Chief Innovation Officer | Feb 2024 (3y) | ≈ 18.75% – 50% via Tbp Group Llc | |
| Swayze, Ashleigh, Cooper | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Brian Gregory Lizzi | Registered representative | May 2024 (2y) | ||
| David Michael Morris | Registered representative | May 2024 (2y) | ||
| Tacy R Paul | Registered representative | CFP | May 2024 (2y) | |
| Michael James Mc Gowen | Registered representative | Oct 2024 (2y) | ||
| Teresa Eade | Registered representative | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tbp Group Llc | Owner | Feb 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hykes, Heath, Anthony: 25% – 50% of Tbp Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- John Christopher Morris: 25% – 50% of Tbp Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Rianhard, Richard, Dane: 25% – 50% of Tbp Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Younkins, Paul: 25% – 50% of Tbp Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Retirement plans served (16)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Learning Tree International 401(k) Plan | Learning Tree International, Inc. | 103 | $33.4M | 10/01/2024 |
| Healthcare Access Maryland Retirement Savings Plan | Healthcare Access Maryland, Inc. | 193 | $7.1M | 07/01/2024 |
| Arc Of Washington County, Inc. 403(b) Tax Deferred Annuity Plan | Arc Of Washington County, Inc. | 747 | $9.0M | 07/01/2024 |
| Packaging Services Of Maryland, Inc. 401(k) Plan | Packaging Services Of Maryland, Inc. | 221 | $18.1M | 01/01/2024 |
| Heliocampus 401(k) Plan | Heliocampus, Inc. | 104 | $10.3M | 01/01/2024 |
| Seekr Technologies, Inc. 401(k) Plan | Seekr Technologies, Inc. | 83 | $14.3M | 01/01/2024 |
| Business Integra, Inc. 401(k) Plan | Business Integra Technology Solutions, Inc. | 376 | $36.3M | 01/01/2024 |
| Community Heritage Financial 401 (K) Plan | Community Heritage Financial | 173 | $10.3M | 01/01/2024 |
| The Endocrine Society Defined Contribution Retirement Plan | The Endocrine Society | 72 | $31.2M | 01/01/2024 |
| The Kenific Group 401(k) Plan | The Kenific Group Inc. | 951 | $9.3M | 01/01/2024 |
| Umgc Ventures, Inc. 401(k) Plan | Umgc Ventures, Inc. | 170 | $21.5M | 01/01/2024 |
| Nami 403(b) Plan | Nami | 203 | $18.0M | 01/01/2024 |
| Patriot Federal Credit Union Retirement Pension Plan | Patriot Federal Credit Union | 90 | $51.2M | 01/01/2024 |
| Access Intelligence Llc 401(k) Plan | Access Intelligence Llc | 183 | $35.2M | 01/01/2024 |
| Patriot Federal Credit Union Capital Accumulation Plan | Patriot Federal Credit Union | 178 | $17.6M | 01/01/2024 |
| Reefpoint Group Llc 401 K Psp | Reefpoint Group | 126 | $5.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.23 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Principal Financial $440M (28% of AUM) Jul 2026
- Charles Schwab & Co. $375M (23% of AUM) Jul 2026
- T. Rowe Price Investment Services, Inc. $205M (13% of AUM) Jul 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: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗