# Stonebridge Financial Group, LLC

> Stonebridge Financial Group, LLC is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 337972
- Filed as: STONEBRIDGE FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337972
- AdvisorCensus page: https://advisorcensus.com/firm/stonebridge-financial-group-llc-st-louis-mo-337972

## Quick answers

**How is Stonebridge Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stonebridge Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Stonebridge Financial Group, LLC located?**
Stonebridge Financial Group, LLC's principal office is in St. Louis, MO, according to its Form ADV.

**Is Stonebridge Financial Group, LLC registered with the SEC or a state?**
Stonebridge Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337972.

**How much does Stonebridge Financial Group, LLC manage?**
Stonebridge Financial Group, LLC reports $2,398,168,315 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (25% discretionary).

**What types of clients does Stonebridge Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (596); high net worth individuals (142); pension and profit sharing plans (but not the plan participants or government pension plans) (67).

**Which custodians does Stonebridge Financial Group, LLC use?**
Stonebridge Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Empower Financial Services, Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Stonebridge Financial Group, 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/337972

**Does Stonebridge Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Stonebridge generally does not impose a minimum relationship size. However, its services are tailored to high net worth families."

**What changed in Stonebridge Financial Group, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in PA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> Stonebridge generally does not impose a minimum relationship size. However, its services are tailored to high net worth families.

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

### Custodians (Schedule D, Section 5.K(3))
- Empower Financial Services, Inc.
- 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: $2,398,168,315
- Discretionary: $605,314,327
- Non-discretionary: $1,792,853,988

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 596 | $149,524,789 |
| High net worth individuals | 142 | $439,508,940 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 67 | $1,809,134,586 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, IL, LA, MO, NE, NH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonebridgefin.com
- Facebook @StonebridgeFinancialGroup1
- Instagram @stonebridgefin1
- LinkedIn @stonebridge-financial-group

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in PA.

### April 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Regulatory assets under management went from $0 to $2,350,808,418.
- Registered or notice-filed in AZ, CA, CO, FL, ID, IL, LA, NE, NH, TX.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonebridge Financial Group, LLC (CRD 337972): Form ADV filing data as of October 2026.