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The fee is billed in advance and is negotiable.","source":"STONEBRIDGE CAPITAL ADVISORS, LLC, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Stonebridge Capital Advisors use?","answer":"Stonebridge Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Phoenix, AZ), with $1.14B, Pershing Advisor Solutions LLC (Jersey City, NJ), with $797M and National Financial Services LLC (Boston, MA), with $355M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stonebridge Capital Advisors have?","answer":"Stonebridge Capital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 31 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stonebridge Capital Advisors invest in?","answer":"At the end of its last fiscal year, Stonebridge Capital Advisors’ separately managed accounts held 50% exchange-traded equities, 17% investment grade corporate bonds, 13% state and local bonds, 13% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stonebridge Capital Advisors?","answer":"Stonebridge Capital Advisors is owned through a holding company by David C Chadima. Its direct owners are Donald Young, Robert Kincade, Rock Gate, LLC and Lora Kincade, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stonebridge Capital Advisors get paid?","answer":"Stonebridge Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Stonebridge Capital Advisors registered with the SEC?","answer":"Yes, Stonebridge Capital Advisors has been registered with the SEC as an investment adviser since 30 January 1997. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}