Stonebridge Financial Group, Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.1B
- Clients
- 1,457
- Avg AUM / client
- $1.6M
- Accounts
- 4,548
- Employees
- 29
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 896 | $343M | 15.1% |
| High net worth individuals | 391 | $1.3B | 56.5% |
| Pension and profit sharing plans | 156 | $570M | 25.0% |
| Charitable organizations | 7 | $19.2M | 0.84% |
| State or municipal government entities | 1 | $49.5M | 2.17% |
| Corporations and other businesses | 6 | $9.0M | 0.4% |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Joel Sanders | Director Personal Wealth Management | CFP | Nov 2023 (3y) | 5% – 10% |
| Brian Douglas Mccarver | Managing Director | CFP | Nov 2023 (3y) | 25% – 50% |
| Cody Gehman | Director / Cco / Operations | Nov 2023 (3y) | 5% – 10% | |
| Jeffrey Ryan Kline | Director Corporate Retirement Plan Services | Nov 2023 (3y) | 5% – 10% | |
| Jonathan Scott Freeman | Managing Director | CFP CFA | Nov 2023 (3y) | 25% – 50% |
| Kristopher Joseph Korzi | Director Portfolio Management | CFP | Nov 2023 (3y) | 5% – 10% |
| Charles Joseph La Porta | Registered representative | Jan 2024 (3y) | ||
| Daniel Scott Mc Garvey | Registered representative | Jan 2024 (3y) | ||
| Lindsay Griesemer | Registered representative | Jan 2024 (3y) | ||
| Nicole Tyminski | Registered representative | Jan 2024 (3y) | ||
| Robert Benjamin Seiden | Registered representative | Jan 2024 (3y) | ||
| Jeremy T Rivers | Registered representative | CFP | Feb 2024 (3y) | |
| Lonn Eric Lebo | Registered representative | Feb 2024 (3y) | ||
| Parker Maxwell Marsh | Registered representative | Feb 2024 (3y) | ||
| Shari Lee Dietz | Registered representative | Feb 2024 (3y) | ||
| Todd Felix Bogda | Registered representative | Feb 2024 (3y) | ||
| Daniel Newell | Registered representative | Jul 2024 (2y) | ||
| Aedan Michael Wilkinson | Registered representative | Aug 2024 (2y) | ||
| Carly Ann Hopkins | Registered representative | Sep 2024 (2y) | ||
| Jacob Barrett Frey | Registered representative | CFP | Mar 2025 (1y) | |
| Noah Christopher Leftridge | Registered representative | Oct 2025 (1y) | ||
| Samantha Lynn Zimmerman | Registered representative | Jan 2026 (1y) | ||
| Jacob Keeports | Registered representative | Feb 2026 (1y) | ||
| Nathan Randolph Bailey | Registered representative | CFP | Jun 2026 (0y) | |
| Isabel Catherine Gleason | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.7B (73% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗