Overview
Assets Under Management: $2.3 billion
Headquarters: ST. PAUL, MN
High-Net-Worth Clients: 466
Average Client Assets: $3 million
Frequently Asked Questions
STONEBRIDGE CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111447), STONEBRIDGE CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
STONEBRIDGE CAPITAL ADVISORS LLC is headquartered in ST. PAUL, MN.
STONEBRIDGE CAPITAL ADVISORS LLC serves 466 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, STONEBRIDGE CAPITAL ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
STONEBRIDGE CAPITAL ADVISORS LLC manages $2.3 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, STONEBRIDGE CAPITAL ADVISORS LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 466
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.81
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,982
Discretionary Accounts: 2,928
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 111447
Filing ID: 1970202
Last Filing Date: 2025-03-31 16:12:00
Website: https://stonebridgecap.com