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STONEBRIDGE FINANCIAL GROUP, LLC
CRD 327529File 801-129034
APPROVED
Retail clients
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.28B
Top 25% of cohort (national)
Discretionary AUM
$2.12B
Non-discretionary $160.8M
Clients
1,457
4,548 accounts
Employees
29
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 8, 2023
- Principal office
- 602 NORTH FRONT STREET, WORMLEYSBURG, PA, 17043
- Phone
- 717-736-7007
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.28B
- Discretionary AUM
- $2.12B
- Non-discretionary AUM
- $160.8M
- Discretionary accounts
- 4,051
- Non-discretionary accounts
- 497
- Total accounts
- 4,548
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $9.0M |
| Charitable organizations | 7 | $19.2M |
| High net worth individuals | 391 | $1.29B |
| Pension and profit sharing plans | 156 | $570.0M |
| State or municipal government entities | Fewer than 5 | $49.5M |
| Individuals (other than high net worth individuals) | 896 | $343.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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.