Stonebridge Financial Group

Overview

Stonebridge Financial Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves both individual and family clients as well as some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. In addition to its advisory role, Stonebridge operates as a registered representative of a broker-dealer and acts as an insurance broker. The firm charges clients via a mix of percentage-of-AUM fees and fixed fees. Stonebridge does not identify as an active ESG investor and is not structured as a capital allocator or a multi-state advisory network. Ownership is held by an individual, and the adviser is not listed as related to other advisers.

Assets & Accounts

Public Holdings

Location & Offices