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

11

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 formed in 1997 and organized as an LLC. The firm manages assets on a percentage-of-AUM fee basis and positions itself as a capital allocator for both individual/family and institutional clients. Core offerings include comprehensive financial planning and portfolio management across individuals, small businesses, investment companies and other institutions. Stonebridge also provides manager selection services, publishes periodicals or newsletters, and runs educational seminars and workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state or pension consultant. Stonebridge was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

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

Unlock 1 more executives →

Contacts

3 of 7

Rachel Nault
CRD 8256159
Dennis Hippen
Board of DirectorsCRD 1250335
Ronald Hume
Executive Vice PresidentCRD 252987

Unlock 4 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 42

Active vs passive

$347M in ETFs

Passive

95%

$330M

Active

0%

$16.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH)	Vanguard	Passive	Short Term Bond	$83.7M	1,059,425	24.14%

Unlock additional holdings →

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

Similar firms

Clearwater Management Co, Inc.

Saint Paul, MN

AUM $4.7BTEAM 1REPS 12

Fiduciary Counselling Inc

Saint Paul, MN

AUM $10.1BTEAM 87REPS 26

Highmark Wealth Management LLC

Saint Paul, MN

AUM $612MTEAM 5REPS 4

Greater Midwest Financial Group, LLC

Saint Paul, MN

AUM $589MTEAM 13REPS 8

Mairs & Power

Saint Paul, MN

AUM $12.1BTEAM 60REPS 20

Quarry Hill Advisors

Saint Paul, MN

AUM $395MTEAM 5REPS 3

More RIAs in Saint Paul →All Minnesota RIAs →