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STONEBRIDGE CAPITAL ADVISORS LLC
CRD 111447File 801-53760
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,616 | 1,674 | increased by58 |
| Apr 1, 2026 | AUM | $2,266,426,928 | $2,519,640,223 | increased by$253,213,295 |
| Apr 1, 2026 | Accounts | 2,982 | 3,151 | increased by169 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 31 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,265 | 1,616 | increased by351 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,805,014,523 | $2,266,426,928 | increased by$461,412,405 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,107 | 2,982 | increased by875 |
| Apr 1, 2022 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2022 | Clients | 1,204 | 1,265 | increased by61 |
| Apr 1, 2022 | AUM | $1,544,774,614 | $1,805,014,523 | increased by$260,239,909 |
| Apr 1, 2022 | Accounts | 1,981 | 2,107 | increased by126 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STONEBRIDGE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONEBRIDGE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.