Wealth Manager
    SEC Registered
    Manages Private Funds

    Stonebridge Financial Group, LLC

    Registered investment advisor · St. Louis, Missouri · CRD #337972

    Assets Under Management
    $2.4B
    Client Accounts
    1,623
    Employees
    10
    CRD Number
    337972
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stonebridge Financial Group, LLC

    Stonebridge Financial Group, LLC ("Stonebridge") is a registered investment advisor. Stonebridge provides investment advisory and related services for clients nationally. Stonebridge will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.stonebridgefin.com.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Stonebridge Financial Group, LLC

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    Frequently Asked Questions

    What is Stonebridge Financial Group, LLC's AUM?

    Stonebridge Financial Group, LLC reports approximately $2.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stonebridge Financial Group, LLC headquartered?

    Stonebridge Financial Group, LLC is headquartered in St. Louis, Missouri.

    What is Stonebridge Financial Group, LLC's CRD number?

    Stonebridge Financial Group, LLC's CRD number is 337972. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stonebridge Financial Group, LLC manage?

    Stonebridge Financial Group, LLC manages approximately 1,623 client accounts according to its latest SEC filing.

    Is Stonebridge Financial Group, LLC SEC registered?

    Yes, Stonebridge Financial Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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