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STONEBRIDGE FINANCIAL GROUP
Legal name: STONEBRIDGE FINANCIAL GROUP, LLC
CRD 340200File 801-135258
APPROVED
Retail clients
Custody
Filing as of Aug 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$896.0M
Above cohort median (national)
Discretionary AUM
$896.0M
Clients
951
1,871 accounts
Employees
21
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 29, 2026
- Principal office
- 100 SMITH RANCH ROAD, SUITE 112, SAN RAFAEL, CA, 94903
- Phone
- 4154614961
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $896.0M
- Discretionary AUM
- $896.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,871
- Non-discretionary accounts
- 0
- Total accounts
- 1,871
- AUM per client
- $942K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $2.6M |
| High net worth individuals | 253 | $642.6M |
| Pension and profit sharing plans | 9 | $2.9M |
| Individuals (other than high net worth individuals) | 684 | $247.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 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.