# STONEBRIDGE FINANCIAL GROUP, LLC

STONEBRIDGE FINANCIAL GROUP, LLC of WORMLEYSBURG, PA is an SEC-registered investment adviser.

## Registration

- CRD: 327529
- Type: SEC-registered investment adviser
- SEC file number: 801-129034
- Location: 602 NORTH FRONT STREET, WORMLEYSBURG, PA, 17043
- Phone: 717-736-7007
- Latest filing: 2026-07-31
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $160.8M
- Clients: 29
- Accounts: 4,548

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Brian Douglas Mccarver | MANAGING DIRECTOR; MANAGING PARTNER | — |
| Bradley Joel Sanders | DIRECTOR - PERSONAL WEALTH MANAGEMENT; PARTNER - PERSONAL WEALTH MANAGEMENT | — |
| Cody Gehman | CCO; DIRECTOR / CCO / OPERATIONS | Wormleysburg, PA |
| Jeffrey Ryan Kline | DIRECTOR - CORPORATE RETIREMENT PLAN SERVICES; PARTNER - CORPORATE RETIREMENT PLAN SERVICES | — |
| Jonathan Scott Freeman | MANAGING DIRECTOR; MANAGING PARTNER | — |
| Kristopher Joseph Korzi | DIRECTOR - PORTFOLIO MANAGEMENT; PARTNER - PORTFOLIO MANAGEMENT | — |
| SANDERS BRADLEY JOEL | DIRECTOR - PERSONAL WEALTH MANAGEMENT | — |
| MCCARVER BRIAN DOUGLAS | MANAGING DIRECTOR | — |
| GEHMAN CODY | DIRECTOR / CCO / OPERATIONS | — |
| KLINE JEFFREY RYAN | DIRECTOR - CORPORATE RETIREMENT PLAN SERVICES | — |
| FREEMAN JONATHAN SCOTT | MANAGING DIRECTOR | — |
| KORZI KRISTOPHER JOSEPH | DIRECTOR - PORTFOLIO MANAGEMENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327529/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327529/similar
- Related entities: https://search.stillhousedata.com/firm/327529/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327529

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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.