{
  "crd_number": 166251,
  "slug": "stonebridge-financial-group-grand-rapids-mi-166251",
  "primary_business_name": "STONEBRIDGE FINANCIAL GROUP",
  "legal_name": "GLOBAL FINANCIAL GROUP ADVISORS LLC",
  "dbas": [
    "STONEBRIDGE FINANCIAL GROUP"
  ],
  "city": "Grand Rapids",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-05-30",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 739395661.0,
  "raum_discretionary": 175150589.0,
  "raum_non_discretionary": 564245072.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 38100716.0,
      "count": 670
    },
    "pension_profit_sharing": {
      "raum": 630537828.0,
      "count": 87
    },
    "high_net_worth_individuals": {
      "raum": 70757117.0,
      "count": 26
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "LA",
    "MI",
    "TX"
  ],
  "websites": [
    "https://facebook.com/STONEBRIDGE-FINANCIAL-GROUP-158360154739028",
    "https://linkedin.com/COMPANY/STONEBRIDGE-FINANCIAL",
    "https://linkedin.com/IN/BOB-HERDOIZA",
    "https://linkedin.com/IN/BRAD-PINTER-60A50B114",
    "https://linkedin.com/IN/KYLE-BREIDENFIELD-076255127",
    "https://stonebridgefinancialgroup.com",
    "https://twitter.com/STONEBRIDGE401K"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166251",
  "city_as_filed": "GRAND RAPIDS",
  "url": "https://advisorcensus.com/firm/stonebridge-financial-group-grand-rapids-mi-166251",
  "display_name": "Stonebridge Financial Group",
  "summary": "Stonebridge Financial Group is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Stonebridge Financial Group (CRD 166251): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Stonebridge Financial Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stonebridge Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "Where is Stonebridge Financial Group located?",
      "a": "Stonebridge Financial Group's principal office is in Grand Rapids, MI, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Stonebridge Financial Group registered with the SEC or a state?",
      "a": "Stonebridge Financial Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 166251."
    },
    {
      "q": "How much does Stonebridge Financial Group manage?",
      "a": "Stonebridge Financial Group reports $739,395,661 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (24% discretionary)."
    },
    {
      "q": "How have Stonebridge Financial Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stonebridge Financial Group: Regulatory assets under management: $344,112,356 in the October 2021 data and $739,395,661 in the October 2026 data, up 115%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stonebridge Financial Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (670); pension and profit sharing plans (but not the plan participants or government pension plans) (87); high net worth individuals (26)."
    },
    {
      "q": "Which custodians does Stonebridge Financial Group use?",
      "a": "Stonebridge Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Empower Retirement and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stonebridge Financial Group report any disciplinary disclosures?",
      "a": "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/166251"
    },
    {
      "q": "Does Stonebridge Financial Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 says: \"There is no account minimum.\""
    },
    {
      "q": "What changed in Stonebridge Financial Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $652,339,848 to $739,395,661 (+13%). Registered or notice-filed in LA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 344112356.0,
      "total_employees": 3,
      "filing_date": "2021-05-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 365113599.0,
      "total_employees": 3,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 322986275.0,
      "total_employees": 4,
      "filing_date": "2023-06-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 576126530.0,
      "total_employees": 5,
      "filing_date": "2024-09-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 652339848.0,
      "total_employees": 5,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 739395661.0,
      "total_employees": 5,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $652,339,848 to $739,395,661 (+13%).",
        "Registered or notice-filed in LA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum."
        ]
      }
    ],
    "quotes": [
      "There is no account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower Retirement",
      "name_as_filed": "EMPOWER RETIREMENT",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/stonebridge-financial-group-grand-rapids-mi-166251.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 670,
      "fewer_than_5": false,
      "raum": 38100716.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 70757117.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 87,
      "fewer_than_5": false,
      "raum": 630537828.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166251",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}