Data / Investment advisers / Missouri / Stonebridge Financial Group, LLC
Stonebridge Financial Group, LLC, St. Louis, MO: $2.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stonebridge Financial Group, LLC is an SEC registered investment adviser with its main office in St. Louis, Missouri and reports $2.4 billion in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Stonebridge Financial Group, LLC (CRD number 337972): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 337972
- SEC file number
- 801-134287
- SEC status
- Approved, effective September 3, 2025
- Main office
- 3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127
- Phone
- (314) 729-9500
- Website
- stonebridgefin.com
- Regulatory AUM
- $2,398,168,315 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $605,314,327
- Non discretionary AUM
- $1,792,853,988
- Accounts
- 1,623
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 67 | $1.81 billion |
| High net worth individuals | 142 | $439.5 million |
| Individuals (other than high net worth individuals) | 596 | $149.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.40 billion | March 25, 2026 |
| January 2, 2026 | $2.35 billion | December 24, 2025 |
| December 1, 2025 | Not listed | October 13, 2025 |
Other advisers in St. Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rubinbrown Advisors LLC | St. Louis | $3.86 billion | Not listed | adviserinfo.sec.gov |
| Matter Family Office | St Louis | $3.81 billion | 1 | adviserinfo.sec.gov |
| Visionary Wealth Advisors, LLC | St. Louis | $3.54 billion | Not listed | adviserinfo.sec.gov |
| Zemenick & Walker Inc | St Louis | $2.63 billion | Not listed | adviserinfo.sec.gov |
| Argos Capital Partners, LLC | St. Louis | $2.61 billion | 5 | adviserinfo.sec.gov |
| Detalus Advisors, LLC | St. Louis | $2.22 billion | Not listed | adviserinfo.sec.gov |
| Fiduciary Advisors, Inc. | St. Louis | $2.10 billion | Not listed | adviserinfo.sec.gov |
| Mosaic Wealth | St. Louis | $2.04 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Louis, MO
- Investment advisers in Missouri
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Stonebridge Financial Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.