Wealth manager, independent · SAN Rafael, CA
Stonebridge Financial Group
Stonebridge Financial Group, LLC · SEC-registered investment adviser · CRD 340200 · SEC 801-135258
At a glance
Stonebridge Financial Group is an SEC-registered investment adviser based in SAN Rafael, California, with $896 million in regulatory assets under management as of its Form ADV filed August 7, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 937 individual clients. By Form ADV it is a wealth manager, ranked 1,718th of 8,915 wealth managers and 5,721st of 17,210 SEC-registered advisers by assets.
Main office 415-461-4961stonebridgefinancialgrp.comAs filed on Form ADV
- Regulatory AUM
- $896M
- Rank among wealth managers
- #1,718 of 8,915
- Rank among all SEC RIAs
- #5,721 of 17,210
- Rank in California
- #661 of 1,873
- Individual clients
- 937
- High-net-worth clients
- 253
- Accounts
- 1,871
- Discretionary
- 100% of AUM
- Employees
- 21
- Advisory staff
- 12
- Offices
- 3
Owners and executives on its Form ADV
- Blair L. MartinPrincipal
- Marcus NilssonCCO
Custody and brokerage
Broker-dealer
Hybrid RIA
Stonebridge Financial Group is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 253 | $643M | 72% |
| Individuals | 684 | $248M | 28% |
| Pension and profit sharing plans | 9 | $3M | <1% |
| Corporations or other businesses | 5 | $3M | <1% |
Disciplinary disclosures
Stonebridge Financial Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗stonebridgefinancialgrp.com ↗
AtlasMembers
The full record on Stonebridge Financial Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 3,813 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Stonebridge Financial Group manage?
Stonebridge Financial Group reports $896 million in regulatory assets under management across 1,871 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 7, 2026.
What kind of firm is Stonebridge Financial Group?
Stonebridge Financial Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Stonebridge Financial Group’s clients?
By assets, its largest client types are high-net-worth individuals ($643 million, 253 clients); individuals ($248 million, 684 clients); pension and profit sharing plans ($3 million, 9 clients).
Does Stonebridge Financial Group have any disciplinary history?
Stonebridge Financial Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Stonebridge Financial Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →