A complete list of active advisors currently associated with Stone Bridge Asset Management, LLC

Warmer can help you find a great advisor at Stone Bridge Asset Management, LLC or one who fits your needs even better.

Stone Bridge Asset Management serves individual clients—including both high‑net‑worth and non‑HNW households—along with trusts, estates and retirement plans, managing roughly $84 million across about 240 client relationships. The firm offers financial planning and portfolio management, a subscription‑based financial coaching service aimed at young professionals, and institutional services such as retirement plan advisory and sub‑advisory arrangements. Stone Bridge typically begins relationships by developing a Financial Profile and Investment Plan and manages accounts (primarily on a discretionary basis) using mutual funds, ETFs, individual equities and fixed income, with occasional allocation to alternative investments. The firm also implements third‑party Managers and model portfolios for clients and offers a volatility‑based Varitex strategy (an algorithmic approach that can go long or short volatility or move to cash, with trades generally held less than 12 months). Unusually for a firm of this size, Stone Bridge is both a fund sponsor—through Stone Bridge Capital Group, LLC, which serves as general partner and adviser to the Stone Bridge Opportunities Fund, L.P.—and an adviser to other advisers as a sub‑adviser and model provider; these affiliations and the firm’s mitigation measures are disclosed in its brochure. The firm also participates in Fidelity’s institutional platform, has a SmartVestor referral arrangement, and discloses that certain representatives are licensed to sell insurance and may receive commissions, all noted as potential sources of additional compensation.

To learn more about the advisors currently working at Stone Bridge Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.