Adviser Record

Stonebridge Capital Advisors LLC

Registered investment adviser · St. Paul, MN · CRD #111447

Form ADV data as of 2026-09-01
Regulatory assets
$2.52 billion
Total accounts
3,151
Employees
31
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$2.45 billion
Non-discretionary regulatory assets under management$70.3 million
Total regulatory assets under management$2.52 billion
Discretionary accounts3,083
Non-discretionary accounts68
Total accounts3,151
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)31
Employees performing investment advisory functions (including research)13
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state0
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf76

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo

How the firm is compensated

A percentage of assets under management

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
Individuals (other than high net worth individuals)1,071$414.3 million
High net worth individuals538$1.37 billion
Investment companies1$111.0 million
Pension and profit sharing plans (not the participants or government plans)Not reported$10.4 million
Charitable organizations31$145.9 million
Other investment advisersNot reported$5.4 million
Insurance companies15$364.0 million
Corporations or other businesses not listed above18$97.3 million