# STONEBRIDGE ADVISORS LLC

STONEBRIDGE ADVISORS LLC of WILTON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 134017
- Type: SEC-registered investment adviser
- SEC file number: 801-63899
- Location: 10 WESTPORT ROAD, SUITE C101, WILTON, CT, 06897-4543
- Phone: 203-762-0004
- Latest filing: 2026-03-18
- Regulatory AUM: $11.8B
- Discretionary AUM: $11.8B
- Clients: 15
- Accounts: 3,739

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| James Allen Bowen | CHAIRMAN OF THE BOARD; SOLE SHAREHOLDER | — |
| William Scott Jardine | SECRETARY | — |
| David Gerard Mcgarel | DIRECTOR | — |
| James Martin Dykas | CHIEF FINANCIAL OFFICER | — |
| Scott Thomas Fleming | CHIEF EXECUTIVE OFFICER; OWNER | — |
| Craig Stephen Prichard | DIRECTOR | — |
| Robert Allen Wolf | EVP, CIO | — |
| Eric David Weaver | EVP, PM | — |
| Angelo Dominick Graci | EVP, PM | — |
| Samantha Addonizio | CHIEF COMPLIANCE OFFICER & COUNSEL | Wilton, CT |
| BRANCAZIO CHRISTOPHER JOHN | CCO | — |
| VANKAMPENPIERRE KARLA MARLEE | SHAREHOLDER | — |
| MCDERMOTT JOSEPH DANIEL | CHIEF COMPLIANCE OFFICER | — |
| WISEN KRISTEN JOY | SHAREHOLDER | — |
| BRADLEY MARK RAYMOND | CHIEF FINANCIAL OFFICER | — |
| BOWEN JAMES ALLEN | CHAIRMAN OF THE BOARD; SHAREHOLDER; SOLE SHAREHOLDER | — |
| JARDINE WILLIAM SCOTT | SECRETARY | — |
| HARDIN MATTHEW STEPHEN | CHIEF COMPLIANCE OFFICER | — |
| FLEMING SCOTT THOMAS | CHIEF EXECUTIVE OFFICER; OWNER | — |
| MOHR MITCHELL EUGENE | CHIEF COMPLIANCE OFFICER | — |
| ADDONIZIO SAMANTHA | CHIEF COMPLIANCE OFFICER & COUNSEL | — |
| PRICHARD CRAIG STEPHEN | DIRECTOR | — |
| DE VORE STEPHEN LANE | CHIEF COMPLIANCE OFFICER | — |
| MCGAREL DAVID GERARD | DIRECTOR | — |
| MOONEY ABIGAIL KATZEN | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (10)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134017/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134017/similar
- Related entities: https://search.stillhousedata.com/firm/134017/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134017

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.