GRAND RAPIDS, MICRD 166251Latest ADV March 26, 2026
Stonebridge Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 26, 2026, reports $739M in regulatory assets under management, 5 employees, 1 office, and 783 accounts.
Assets Under Management
$739M
Employees
5
Offices
1 office
Total Clients
783
Primary office
GRAND RAPIDS, MI
3333 DEPOSIT DRIVE NE, SUITE 220, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.6% of total clients.
Top client categories% of clientsClients
1
Individuals
85.6%
670
2
Pension Plans
11.1%
87
3
HNWI
3.3%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$739Mas of March 26, 2026
Discretionary23.7%
$175M
24% of total RAUM23.7%
Non-discretionary76.3%
$564M
76% of total RAUM76.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$739M
Total Accounts783
10Y AUM Change+$536M (+264.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee157:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.