Stonebridge Financial Group provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Stonebridge Financial Group reports 951 clients. They include 684 individual clients, 253 high-net-worth individuals, and 9 pension and profit-sharing plans. Of its assets, 100.0% ($896M across 1,871 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 28% |
| High-net-worth individuals | 27% | 72% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 684 | $248M | 27.7% | $362K |
| High-net-worth individuals | 253 | $643M | 71.7% | $2.54M |
| Pension and profit-sharing plans | 9 | $2.95M | 0.3% | $328K |
| Corporations and other businesses | 5 | $2.58M | 0.3% | $515K |
| Total | 951 | $896M | 100% | $942K |
- Clients
- 684
- Regulatory AUM
- $248M
- AUM share
- 27.7%
- Avg. per client
- $362K
- Clients
- 253
- Regulatory AUM
- $643M
- AUM share
- 71.7%
- Avg. per client
- $2.54M
- Clients
- 9
- Regulatory AUM
- $2.95M
- AUM share
- 0.3%
- Avg. per client
- $328K
- Clients
- 5
- Regulatory AUM
- $2.58M
- AUM share
- 0.3%
- Avg. per client
- $515K
Total
- Clients
- 951
- Regulatory AUM
- $896M
- AUM share
- 100%
- Avg. per client
- $942K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Stonebridge Financial Group charges up to 1.50% a year for its Wealth Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial consulting
- One-time consulting fees are up to $50,000 per engagement; ongoing consulting fees are up to $12,500 a quarter, charged quarterly in advance.
- Retirement plan advisory
- Retirement plan advisory is a flat fee of up to $50,000 a year, or a rate from 0% to 1.5%, paid by the custodian, record-keeper or trustee.
Blair Martin owns 75% or more of Stonebridge Financial Group. It has 21 employees, 12 of them in advisory roles.
Leadership
Blair MartinPrincipal
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
Staff
- 21 employees
- 12 in advisory functions
- 12 state-registered reps
- 1 broker-dealer rep
- 10 insurance agents
- Owns 75% or more of Stonebridge Financial Group, LLC
Blair Martin
Control person · since December 2025
Besides its headquarters, Stonebridge Financial Group has 2 offices (2 private residences, listed without an address), with 1 listed address in California.
California · 1 listed address
- 100 Smith Ranch Road, Suite 112, San RafaelHQ
Contact and registration details
- Legal name
- Stonebridge Financial Group, LLC
- Headquarters
- 100 Smith Ranch Road, Suite 112, San Rafael, CA 94903
- Website
- stonebridgefinancialgrp.com
- Phone
- 415-461-4961
- SEC file
- 801-135258
- Structure
- Delaware LLC
- Fiscal year end
- December
Stonebridge Financial Group uses Charles Schwab ($896M) as custodian for its separately managed accounts. Stonebridge Financial Group has custody of $75.7M in client assets for 48 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $896M100%
At year end, Stonebridge Financial Group’s separately managed accounts were largely in funds (45%) and stocks (35%).
What the accounts hold
- Stocks35%
- Funds45%
- Bonds1%
- Cash6%
- Other13%
- Structured notes13%
How many clients does Stonebridge Financial Group have?
Stonebridge Financial Group has 951 clients and manages $896 million for them, as of August 2026. They include 684 individual clients, 253 high-net-worth individuals, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 August 2026
What services does Stonebridge Financial Group offer?
Stonebridge Financial Group provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Stonebridge Financial Group charge?
Stonebridge Financial Group charges up to 1.50% a year for its Wealth Management. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 7 August 2026
Which custodians does Stonebridge Financial Group use?
Stonebridge Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $896M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 August 2026
How many financial advisors does Stonebridge Financial Group have?
Stonebridge Financial Group has 12 investment adviser representatives registered with state securities authorities, out of 21 employees, and 12 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stonebridge Financial Group invest in?
At the end of its last fiscal year, Stonebridge Financial Group’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 13% other, 6% cash and equivalents and 1% U.S. government and agency bonds. The 13% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stonebridge Financial Group?
Stonebridge Financial Group’s direct owner is Blair Martin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 August 2026
How does Stonebridge Financial Group get paid?
Stonebridge Financial Group is paid through a percentage of assets under management and fixed fees. 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
Is Stonebridge Financial Group registered with the SEC?
Yes, Stonebridge Financial Group has been registered with the SEC as an investment adviser since 29 January 2026. Its CRD number is 340200 and its SEC file number is 801-135258.
Source: Form ADV Part 1A, Item 1, filed 7 August 2026; IAPD firm record
How do I contact Stonebridge Financial Group?
Stonebridge Financial Group’s main office is at 100 Smith Ranch Road, Suite 112, San Rafael, CA 94903. Its phone number is 415-461-4961. Its website is stonebridgefinancialgrp.com.