STONEBRIDGE FINANCIAL GROUP

Legal name: GLOBAL FINANCIAL GROUP ADVISORS LLC

CRD 166251File 801-110584

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$739.4M

Above cohort median (national)

Discretionary AUM

$175.2M

Non-discretionary $564.2M

Clients

783

783 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 30, 2017
Principal office: 3333 DEPOSIT DRIVE NE, SUITE 220, GRAND RAPIDS, MI, 49546
Phone: 855-530-0500
Website: HTTPS://WWW.LINKEDIN.COM/IN/KYLE-BREIDENFIELD-076255127/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $739.4M
Discretionary AUM: $175.2M
Non-discretionary AUM: $564.2M
Discretionary accounts: 521
Non-discretionary accounts: 262
Total accounts: 783
AUM per client: $944K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	26	$70.8M
Pension and profit sharing plans	87	$630.5M
Individuals (other than high net worth individuals)	670	$38.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This 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.