Stonebridge Capital Advisors LLC
Registered investment adviser · St. Paul, MN · CRD #111447
Form ADV data as of 2026-09-01Regulatory assets
$2.52 billion
Total accounts
3,151
Employees
31
Disclosure events
0
Firm details
- Website: https://stonebridgecap.com
- Telephone: 651-251-1000
- SEC file number: 801-53760
- Most recent Form ADV filing: 2026-03-30
- SEC record: View this firm on the SEC's IAPD site
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 services | Yes |
| 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 accounts | 3,083 |
| Non-discretionary accounts | 68 |
| Total accounts | 3,151 |
| 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-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 76 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
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:
- Buys or sells for itself securities it also recommends to clients
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,071 | $414.3 million |
| High net worth individuals | 538 | $1.37 billion |
| Investment companies | 1 | $111.0 million |
| Pension and profit sharing plans (not the participants or government plans) | Not reported | $10.4 million |
| Charitable organizations | 31 | $145.9 million |
| Other investment advisers | Not reported | $5.4 million |
| Insurance companies | 15 | $364.0 million |
| Corporations or other businesses not listed above | 18 | $97.3 million |