Stonebridge Financial Group, LLC

RIASEC RegisteredEst. 2025

Total AUM

$2.4B

Discretionary

$605M

25% of AUM

Avg account

$1.5M

Accounts

1,623

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 337972
Registered since: September 3, 2025
Custodians: EMPOWER FINANCIAL SERVICES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans75.44%
HNWI18.33%
Individuals6.23%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Stonebridge Financial Group, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm serves both individual and family clients as well as institutional accounts and is owned by an individual principal. Its advisory menu, as disclosed in its filings, covers financial planning, portfolio management for individuals and small businesses, and pension consulting. Stonebridge charges fees by percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm indicates it is not an active ESG investor and does not identify as a multi-state adviser. It does not position itself as a capital allocator; instead its role is direct advisory and managed-account services for client portfolios.