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STONEBRIDGE FINANCIAL GROUP, LLC
CRD 337972File 801-134287
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.40B
Top 25% of cohort (national)
Discretionary AUM
$605.3M
Non-discretionary $1.79B
Clients
805
1,623 accounts
Employees
10
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 3, 2025
- Principal office
- 3770 SOUTH LINDBERGH BOULEVARD, SUITE 102, ST. LOUIS, MO, 63127
- Phone
- 314-729-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.40B
- Discretionary AUM
- $605.3M
- Non-discretionary AUM
- $1.79B
- Discretionary accounts
- 1,561
- Non-discretionary accounts
- 62
- Total accounts
- 1,623
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 142 | $439.5M |
| Pension and profit sharing plans | 67 | $1.81B |
| Individuals (other than high net worth individuals) | 596 | $149.5M |
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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.