STONEBRIDGE CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 1997
Total AUM
$2.5B
Discretionary
$2.4B
97% of AUM
Avg account
$800K
Accounts
3,151
Employees
31
Advisory reps
10

Firm details

Headquarters
SAINT PAUL, Minnesota
CRD number
111447
Registered since
January 30, 1997
Website
stonebridgecap.com
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI54.42%
  • Individuals16.44%
  • Insurance Companies14.45%
  • Charitable Organizations5.79%
  • Investment Companies4.41%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stonebridge Capital Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1997. The firm serves both individual/family and institutional clients and bills primarily as a percentage of assets under management. Stonebridge describes itself as a capital allocator that provides financial planning, discretionary portfolio management across individuals, small businesses, investment companies and institutions, as well as manager selection. The firm also publishes periodicals and conducts educational seminars and workshops. Stonebridge is not an active ESG investor and does not position itself as a multi-state or pension consultant adviser. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Investment Grade Corp Bonds 17%, State & Local Bonds 13%, Public Funds/Mutual Funds 13%, Cash & Cash Equivalents 6%, Non-Investment Grade Corp Bonds 1%50%
  • Exchange Traded Equities50%
  • Investment Grade Corp Bonds17%
  • State & Local Bonds13%
  • Public Funds/Mutual Funds13%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 4

  • ROBERT KINCADE

    Founder, Owner & CEOCRD 2130718

  • JOHN SCHONBERG

    Chief Investment OfficerCRD 1706287

  • CATHI SCHMIDT-LOUDE

    Chief Compliance OfficerCRD 2032834

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Contacts

3 of 6

  • DENNIS HIPPEN

    Board of DirectorsCRD 1250335

  • RONALD HUME

    Executive Vice PresidentCRD 252987

  • DONALD YOUNG

    ShareholderCRD 4363432

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 41

Active vs passive

$318M in ETFs

Passive

95%

$302M

Active

0%

$15.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH)VanguardPassiveShort Term Bond$79.8M1,006,69725.09%
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Location

Primary office

SAINT PAUL, MN

RAMSEY

Location

SAINT PAUL, MN

Headquartered in SAINT PAUL, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
RAMSEY
Address
2550 University Ave W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

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