Stonebridge Financial Group, LLC

RIASEC RegisteredEst. 2023
Total AUM
$2.3B
Discretionary
$2.1B
93% of AUM
Avg account
$501K
Accounts
4,548
Employees
29
Advisory reps
25

Firm details

Headquarters
Wormleysburg, Pennsylvania
CRD number
327529
Registered since
November 8, 2023
Website
www.stonebridgefg.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI56.48%
  • Pension & Profit Sharing Plans25.03%
  • Individuals15.08%
  • State / Municipal Government2.17%
  • Charitable Organizations0.84%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Stonebridge Financial Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. It serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting services. The firm also conducts broker-dealer registered-rep activity and operates as an insurance broker. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Stonebridge does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 21%, US Government Bonds 5%, State & Local Bonds 1%, Cash & Cash Equivalents 1%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities21%
  • US Government Bonds5%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Cody Gehman

    Cody Gehman

    Director & COOCRD 6882334

  • Robert Seiden

    Robert Seiden

    CEO & FounderCRD 5820671

Contacts

3 of 23
  • Jonathan Freeman

    Jonathan Freeman

    Managing DirectorCRD 2893953

  • Brian Mccarver

    Brian Mccarver

    Managing DirectorCRD 2933493

  • Bradley Sanders

    Bradley Sanders

    DirectorCRD 5368469

Unlock 20 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 179

Active vs passive

$1.3B in ETFs

Passive

62%

$796M

Active

36%

$492M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE DIVIDEND GROWTH ETF (DGRO)BlackRockPassiveLarge Value$62.5M825,2254.85%
Unlock additional holdings →

Location

Primary office

Wormleysburg, PA

Cumberland

Location

Wormleysburg, PA

Headquartered in Wormleysburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
Cumberland
Address
602 N Front St
Time zone
ET (UTC-5)
Office locations

Similar firms

Emerald Investment Advisers, LLC

RIA

Leola, PA

AUM $2.3BTEAM 12REPS 3

Corient Shc Wealth Management (US) LP

RIA

Philadelphia, PA

AUM $2.3BTEAM 36REPS 5

FS Structured Products Advisor, LLC

RIA

Philadelphia, PA

AUM $2.2BTEAM 183REPS 5

Independence Asset Advisors, LLC

RIA

Wynnewood, PA

AUM $2.2BTEAM 5REPS 5

Newsquare Capital, LLC

RIA

Newtown Square, PA

AUM $2.4BTEAM 21REPS 10

Hartford Funds

RIA

Wayne, PA

AUM $2.2BTEAM 368REPS 6
More RIAs in Wormleysburg →All Pennsylvania RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth