STONEBRIDGE FINANCIAL GROUP, LLC

STONEBRIDGE FINANCIAL GROUP, LLC of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 337972). Regulatory assets under management: $2.4B.

Registration

• CRD: 337972
• SEC file number: 801-134287
• Type: Registered investment adviser
• Location: 3770 SOUTH LINDBERGH BOULEVARD, SUITE 102, ST. LOUIS, MO, 63127
• Phone: 314-729-9500
• Latest filing: 2026-06-29
• Regulatory AUM: $2.4B
• Discretionary AUM: $605.3M
• Non-discretionary AUM: $1.8B
• Clients: 10
• Accounts: 1,623

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (7)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337972 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search