Stonebridge Capital Advisors
Stonebridge Capital Advisors is a privately held, SEC-registered investment advisory firm founded in 1997 and based in Saint Paul, Minnesota, that delivers personalized investment, wealth, institutional, nonprofit, and advisory-partnership services to high-net-worth individuals, families, insurers, nonprofits, and corporations from offices in Minnesota, Colorado, and Tennessee.
- Company typePrivate
- Founded1997
- HeadquartersSaint Paul, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Stonebridge Capital Advisors does
Stonebridge Capital Advisors is a privately held, SEC-registered investment advisory firm founded in 1997 and headquartered in Saint Paul, Minnesota. The firm delivers personalized investment management, wealth management, institutional advisory, nonprofit investment management, and advisory partnership services to high-net-worth individuals, families, nonprofits, insurers, and corporations across three U.S. regional offices (Saint Paul, MN; Greenwood Village, CO; Hendersonville, TN). Its core technology stack is intentionally thin and outsourced: client reporting and account access run through third-party platforms — Black Diamond for portfolio reporting and Pershing Advisor Solutions, Charles Schwab, and Fidelity for custody and online access. No proprietary trading system, AI/ML capability, API surface, or in-house research technology is disclosed.
The firm makes money predominantly through recurring fee-based advisory and sub-advisory engagements. Investment advisory fees are charged against assets under management for HNW and institutional clients, and a notable institutional revenue stream is the investment sub-advisory relationship with First Trust Advisors L.P. on the First Trust Intermediate Duration Preferred & Income Fund (FPF), under which Stonebridge Advisors LLC manages approximately $13.26 billion in assets. Pricing is not publicly disclosed and is individualized based on mandate scope and AUM. Distribution is direct-to-client, relationship-driven, and supported by thought-leadership content (monthly market commentary, Economic Outlook updates, and an annual Economic Forum) plus a YouTube channel. The firm is employee-owned and privately held with no disclosed parent company, institutional investor, or M&A activity.
Stonebridge Capital Advisors firmographics
Firmographics- Name
- Stonebridge Capital Advisors
- Legal name
- Stonebridge Capital Advisors, LLC
- Website
- https://stonebridgecap.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Stonebridge Capital Advisors is a privately held, SEC-registered investment advisory firm founded in 1997 and based in Saint Paul, Minnesota, that delivers personalized investment, wealth, institutional, nonprofit, and advisory-partnership services to high-net-worth individuals, families, insurers, nonprofits, and corporations from offices in Minnesota, Colorado, and Tennessee.
- Ownership category
- akta.pro rank
Stonebridge Capital Advisors industry classification
Industry- Product category
- Investment Advisory and Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Stonebridge Capital Advisors is headquartered
LocationHeadquarters
- HQ city
- Saint Paul
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Stonebridge Capital Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Investment Advisory Fees: Fee-based investment advisory services for wealth management and investment management clients, including high net worth individuals, families, nonprofits, and institutions.
- Sub-Advisory Fees: Stonebridge Advisors LLC acts as investment sub-advisor for First Trust Intermediate Duration Preferred & Income Fund (FPF), managing approximately $13.26 billion in assets under this sub-advisory relationship.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Stonebridge Capital Advisors product offering
Product offeringCore offering
Stonebridge Capital Advisors is an SEC-registered investment advisory firm that delivers personalized Investment Management, Wealth Management, Institutional Advisory, Advisory Partnership, and Nonprofit Investment Management services. The firm operates as sub-advisor to the First Trust Intermediate Duration Preferred & Income Fund, managing approximately $13.26 billion in that mandate, and supports clients through a Secure Client Portal integrated with third-party custody and reporting platforms.
Product overview
Stonebridge Capital Advisors offers a unified investment and wealth management platform centered around personalized, client-focused financial services. The core offering consists of five integrated service areas: Investment Management (customized portfolios with fundamental analysis), Wealth Management (holistic financial planning), Institutional Advisory Services (for non-profits, insurers, and corporations), Advisory Partnership Services (for financial advisors), and Nonprofit Investment Management. The platform is supported by a Secure Client Portal providing 24/7 access through integrations with Black Diamond, Pershing, Charles Schwab, and Fidelity. Educational resources including economic outlooks, market commentaries, and tax planning guides complement the service offerings.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Customized investment portfolios for individual clients, built around fundamental analysis and a long-term investment horizon, designed to meet each client's specific needs and personal restrictions.
- Wealth Management Holistic personal financial strategy covering estate planning, tax-efficient strategies, and wealth transfer planning to help clients navigate each stage of wealth.
- Institutional Advisory Services Customized investment management and advisory solutions for institutional clients including non-profits, insurers, and corporations.
- Advisory Partnership Services Investment solutions, tailored support, and practice resources provided to financial advisors and advisory firms, including Separately Managed Account (SMA) management to help partners achieve their clients' financial goals.
- Nonprofit Investment Management Specialized investment management for nonprofit organizations, helping them achieve their financial objectives while maintaining appropriate risk profiles.
- First Trust FPF Sub-Advisory Mandate Sub-advisory investment management for the First Trust Intermediate Duration Preferred & Income Fund (FPF), managed by Stonebridge Advisors LLC on behalf of First Trust Advisors L.P.
- Secure Client Portal 24/7 online portal access for client accounts, integrating with Black Diamond for portfolio performance reporting and with Pershing Advisor Solutions, Charles Schwab, and Fidelity for online account access.
Companies that use Stonebridge Capital Advisors
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Stonebridge Capital Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Stonebridge Capital Advisors partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Stonebridge Capital Advisors competitors and assessment
Company assessmentDirect peers
- Carson Group: RIA serving financial advisors and HNW clients with investment solutions and practice management resources. Closely comparable to Stonebridge's Advisory Partnership Services line.
- Creative Planning: Full-service RIA offering wealth management, investment management, and institutional advisory to HNW individuals, families, and institutions. Comparable multi-segment service model with significant AUM scale.
- Mariner Wealth Advisors: National wealth advisory firm providing investment management, financial planning, and institutional services with multiple regional offices. Directly comparable in service breadth and geographic model.
- Mercer Advisors: RIA serving HNW households and institutions with investment management, financial planning, and tax services. Comparable in fiduciary model and HNW/institutional dual focus.
- Moneta Group: Midwest-based RIA providing investment management, financial planning, and institutional advisory. Geographic and service overlap with Stonebridge, including multi-office U.S. presence.
- Captrust: Investment advisory firm with strong institutional focus (corporate retirement plans, endowments, foundations) plus HNW services. Comparable across Stonebridge's institutional and nonprofit segments.
- Beacon Pointe Advisors: Wealth advisory firm offering investment management, financial planning, and institutional consulting to HNW families, foundations, and endowments. Comparable service mix and client profile.
Broad incumbents
- Focus Financial Partners: Partnership model supporting a national network of independent RIAs. Operates broadly in the same wealth management space with overlapping capabilities, though structured as a platform/aggregator rather than a single firm.
- Edelman Financial Engines: Large U.S. RIA combining advisor-led wealth management with digital advice. Comparable investment advisory services to HNW and institutional clients, though at much larger scale and with proprietary technology.
Others
- Fisher Investments: Large global RIA managing portfolios primarily for HNW individuals and institutions. Same fiduciary advisory model and AUM-based fee revenue, though at significantly greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Stonebridge Capital Advisors social profiles
Digital presenceStonebridge Capital Advisors compliance and trust
Trust signalCompliance2 records
Stonebridge Capital Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stonebridge Capital Advisors leadership team
Management profileNumber of profiles
Profiles11 records
Stonebridge Capital Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stonebridge Capital Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stonebridge Capital Advisors
What does Stonebridge Capital Advisors do?
Stonebridge Capital Advisors is an SEC-registered investment advisory firm that delivers personalized Investment Management, Wealth Management, Institutional Advisory, Advisory Partnership, and Nonprofit Investment Management services. The firm operates as sub-advisor to the First Trust Intermediate Duration Preferred & Income Fund, managing approximately $13.26 billion in that mandate, and supports clients through a Secure Client Portal integrated with third-party custody and reporting platforms.
Is Stonebridge Capital Advisors a public or private company?
Stonebridge Capital Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Stonebridge Capital Advisors founded?
Stonebridge Capital Advisors was founded in 1997. It employs 11 to 50 people.
Where is Stonebridge Capital Advisors based?
Stonebridge Capital Advisors is headquartered in Saint Paul, United States, in the North America region.
How does Stonebridge Capital Advisors make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are sub-Advisory Fees.
Who are Stonebridge Capital Advisors's main competitors?
Direct peers on record are Carson Group, Creative Planning, Mariner Wealth Advisors, Mercer Advisors, Moneta Group, Captrust and Beacon Pointe Advisors. Broad incumbents are Focus Financial Partners and Edelman Financial Engines. Fisher Investments is listed as an others.
Does Stonebridge Capital Advisors have an API?
No public API is recorded for Stonebridge Capital Advisors.
What industry is Stonebridge Capital Advisors in?
Stonebridge Capital Advisors's product category is Investment Advisory and Wealth Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.