STONEBRIDGE CAPITAL ADVISORS LLC
SEC RegisteredClarity Without Complexity
About the firm
Stonebridge Capital Advisors delivers investment management, wealth management, institutional advisory services, and advisory partnership services. The firm takes a client-focused, holistic approach to help individuals, institutions, and advisory partners navigate their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management (diverse, customized portfolios), Wealth Management (holistic personal financial strategy), Institutional Advisory Services (customized investment management and advisory solutions for non-profits, insurers, and corporations), and Advisory Partnership Services (investment solutions, tailored support, and resources for advisory partners).
Who they serve
Individual clients navigating stages of wealth, institutional clients including non-profits, insurers, and corporations, and advisory partners seeking investment solutions and support.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,071 | $414M |
| High Net Worth Individuals | 538 | $1.4B |
| State/Municipal Entities | 31 | — |
| Sovereign Wealth Funds | 15 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Household AUM under $500,000 | 1.90% |
| Household AUM over $500,000 | 1.75% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STONEBRIDGE CAPITAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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