# Stonebridge Capital Advisors LLC

> Stonebridge Capital Advisors LLC is an SEC-registered investment advisory firm in St. Paul, MN, registered since 1997, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 111447
- Filed as: STONEBRIDGE CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Paul, MN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111447
- AdvisorCensus page: https://advisorcensus.com/firm/stonebridge-capital-advisors-llc-st-paul-mn-111447

## Quick answers

**How is Stonebridge Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stonebridge Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Stonebridge Capital Advisors LLC located?**
Stonebridge Capital Advisors LLC's principal office is in St. Paul, MN, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Stonebridge Capital Advisors LLC registered with the SEC or a state?**
Stonebridge Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 111447.

**How much does Stonebridge Capital Advisors LLC manage?**
Stonebridge Capital Advisors LLC reports $2,519,640,223 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (97% discretionary).

**How have Stonebridge Capital Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Stonebridge Capital Advisors LLC: Regulatory assets under management: $1,544,774,614 in the October 2021 data and $2,519,640,223 in the October 2026 data, up 63%. Total employees: 25 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stonebridge Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,071); high net worth individuals (538); charitable organizations (31).

**Which custodians does Stonebridge Capital Advisors LLC use?**
Stonebridge Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., National Financial Services LLC and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Stonebridge Capital Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111447

**What changed in Stonebridge Capital Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,266,426,928 to $2,519,640,223 (+11%). Registered or notice-filed in CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,519,640,223
- Discretionary: $2,449,351,012
- Non-discretionary: $70,289,211

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,071 | $414,282,058 |
| High net worth individuals | 538 | $1,371,273,285 |
| Investment companies | 1 | $110,999,350 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $10,357,349 |
| Charitable organizations | 31 | $145,922,317 |
| Other investment advisers | Fewer than 5 | $5,449,488 |
| Insurance companies | 15 | $364,017,092 |
| Corporations or other businesses not listed above | 18 | $97,339,284 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1997 (29 years)
- Employees: 31 total, 13 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Denver, CO
- Hendersonville, TN

### Websites listed on Form ADV (Item 1.I)
- stonebridgecap.com
- thecoveredbridgefund.com
- LinkedIn @stonebridge-capital-advisors
- YouTube @stonebridgecapitaladvisors8423

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,544,774,614 | 25 | March 31, 2021 |
| October 2022 | $1,805,014,523 | 26 | June 13, 2022 |
| October 2023 | $1,760,355,996 | 28 | March 31, 2023 |
| October 2024 | $2,033,814,153 | 28 | March 29, 2024 |
| October 2025 | $2,266,426,928 | 31 | March 31, 2025 |
| October 2026 | $2,519,640,223 | 31 | March 30, 2026 |

Regulatory assets under management: $1,544,774,614 in the October 2021 data and $2,519,640,223 in the October 2026 data, up 63%.
Total employees: 25 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,266,426,928 to $2,519,640,223 (+11%).
- Registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonebridge Capital Advisors LLC (CRD 111447): Form ADV filing data as of October 2026.