# Stonebridge Financial Group

> 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.

- CRD: 166251
- Filed as: STONEBRIDGE FINANCIAL GROUP
- Legal name: Global Financial Group Advisors LLC
- Also doing business as: STONEBRIDGE FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166251
- AdvisorCensus page: https://advisorcensus.com/firm/stonebridge-financial-group-grand-rapids-mi-166251

## Quick answers

**How is Stonebridge Financial Group compensated?**
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.

**How much does Stonebridge Financial Group charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stonebridge Financial Group located?**
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).

**Is Stonebridge Financial Group registered with the SEC or a state?**
Stonebridge Financial Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 166251.

**How much does Stonebridge Financial Group manage?**
Stonebridge Financial Group reports $739,395,661 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (24% discretionary).

**How have Stonebridge Financial Group's assets and staff changed since 2021?**
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.

**What types of clients does Stonebridge Financial Group serve?**
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).

**Which custodians does Stonebridge Financial Group use?**
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.

**Does Stonebridge Financial Group 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/166251

**Does Stonebridge Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "There is no account minimum."

**What changed in Stonebridge Financial Group's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> There is no account minimum.

- Flat fee: $10,000 (financial planning services)

> Our firm charges on an hourly or flat fee basis for financial planning services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. The maximum hourly fee to be charged will not exceed $350. Flat fees will not exceed $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Retirement
- Fidelity Brokerage Services 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: $739,395,661
- Discretionary: $175,150,589
- Non-discretionary: $564,245,072

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 670 | $38,100,716 |
| High net worth individuals | 26 | $70,757,117 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 87 | $630,537,828 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, LA, MI, TX
- 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
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- stonebridgefinancialgroup.com
- Facebook @STONEBRIDGE-FINANCIAL-GROUP-158360154739028
- LinkedIn @STONEBRIDGE-FINANCIAL
- LinkedIn @BOB-HERDOIZA
- LinkedIn @BRAD-PINTER-60A50B114
- LinkedIn @KYLE-BREIDENFIELD-076255127
- X @STONEBRIDGE401K

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $344,112,356 | 3 | May 14, 2021 |
| October 2022 | $365,113,599 | 3 | March 29, 2022 |
| October 2023 | $322,986,275 | 4 | June 22, 2023 |
| October 2024 | $576,126,530 | 5 | September 5, 2024 |
| October 2025 | $652,339,848 | 5 | March 28, 2025 |
| October 2026 | $739,395,661 | 5 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonebridge Financial Group (CRD 166251): Form ADV filing data as of October 2026.