← Directory
STONEBRIDGE CAPITAL ADVISORS LLC
CRD 111447File 801-53760
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.52B
Top 25% of cohort (national)
Discretionary AUM
$2.45B
Non-discretionary $70.3M
Clients
1,674
3,151 accounts
Employees
31
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 30, 1997
- Principal office
- 2550 UNIVERSITY AVENUE WEST, SUITE 455-S, ST. PAUL, MN, 55114-1017
- Phone
- 651-251-1000
- Website
- https://stonebridgecap.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.52B
- Discretionary AUM
- $2.45B
- Non-discretionary AUM
- $70.3M
- Discretionary accounts
- 3,083
- Non-discretionary accounts
- 68
- Total accounts
- 3,151
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $97.3M |
| Insurance companies | 15 | $364.0M |
| Investment companies | 1 | $111.0M |
| Charitable organizations | 31 | $145.9M |
| Other investment advisers | Fewer than 5 | $5.4M |
| High net worth individuals | 538 | $1.37B |
| Pension and profit sharing plans | Fewer than 5 | $10.4M |
| Individuals (other than high net worth individuals) | 1,071 | $414.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.