# STONEBRIDGE FINANCIAL GROUP, LLC

STONEBRIDGE FINANCIAL GROUP, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 340200
- Type: SEC-registered investment adviser
- SEC file number: 801-135258
- Location: 100 SMITH RANCH ROAD, SUITE 112, SAN RAFAEL, CA, 94903
- Phone: 4154614961
- Latest filing: 2026-04-24
- Regulatory AUM: $896.0M
- Discretionary AUM: $896.0M
- Clients: 21
- Accounts: 1,871

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Blair Lawton Martin | PRINCIPAL | — |
| Marcus Nilsson | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340200/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340200/similar
- Related entities: https://search.stillhousedata.com/firm/340200/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340200

---

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.