STONEBRIDGE FINANCIAL GROUP

Overview

Stonebridge Financial Group is an independent registered investment adviser organized as an LLC and owner-operated. The firm registered with the SEC in 2026 and serves both individual/family and institutional clients. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. Stonebridge also operates in broker-dealer and insurance channels as a registered representative and insurance broker, and it charges clients either a percentage of assets under management or fixed fees. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not indicate multi-state or pension-consulting activity.

Assets & Accounts

Public Holdings

Investments & Alternatives