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Stonebridge Capital Advisors LLC

Updated today

Client AUM

$1,785,555,343

Clients

1,609

Advisors

6

across 2 offices

About

Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non‑high‑net‑worth and high‑net‑worth households, overseeing roughly $2.52 billion in client assets and about 1,600 client relationships. In addition to typical individual accounts, the firm’s brochure indicates it works with less common client types for a team firm — including investment companies, insurance‑company clients, and other investment adviser clients — and several advisors maintain separate insurance or Medicare businesses.

The firm’s investment process is committee driven, with weekly investment‑committee meetings and at least annual account reviews, and it employs dedicated equity and fixed‑income portfolio managers alongside a chief investment officer, an in‑house economist with a PhD, and multiple CFA charterholders. Stonebridge emphasizes active, research‑based portfolio management and ongoing monitoring across separately managed accounts and institutional mandates, combining macroeconomic input and security‑level analysis in portfolio construction.

What is distinctive relative to many peers is the firm’s institutional breadth and specialized staff experience: senior portfolio managers have prior mutual‑fund, hedge‑fund and institutional asset management backgrounds, and the firm maintains national and regional sales and marketing roles that support client education and communications. The brochure also documents advisor licensing and outside insurance businesses, reflecting the firm’s capacity to work with insurance entities and to provide insurance‑related client services alongside its investment management.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Medicare planning Long-term care insurance

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Fee options

Percentage

The brochure does not explicitly state the exact percentage fee, but SEC Form ADV Part 1 indicates the firm charges Percentage of Assets Under Management (AUM) fees.

Main office

See office

2550 University Avenue West, Suite 455 S

St. Paul MN 55114-1017

Advisors at this office

6

Most active in

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Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert K

Series 63, Series 65

St. Paul, MN

Stonebridge Capital Advisors LLC

Robert Kincade is a financial advisor at Stonebridge Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company focused on solutions for respiratory complications. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm uses a committee-driven investment process supported by specialized staff, combining macroeconomic analysis and security-level research in managing portfolios.

Medicare planning Long-term care insurance
user avatar

John S

CFA®, Series 63, Series 65

St. Paul, MN

Stonebridge Capital Advisors LLC

John Schonberg is a CFA charterholder affiliated with Stonebridge Capital Advisors LLC, where he has been working since 2013. He holds Series 63 and Series 65 licenses and is based in St. Paul, Minnesota. Schonberg is part of a six-advisor team at Stonebridge Capital Advisors. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a committee-driven investment process supported by specialized staff and emphasizes active, research-based portfolio management across a range of account types.

Medicare planning Long-term care insurance
user avatar

Patrick K

Series 65

St. Paul, MN

Stonebridge Capital Advisors LLC

Patrick Kincade is a financial advisor at Stonebridge Capital Advisors LLC in St. Paul, MN, holding a Series 65 designation. He has been with Stonebridge since 2015. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily for individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $2.52 billion in client assets. The firm employs an active, research-based investment process supported by a team with institutional experience and specialized staff.

Medicare planning Long-term care insurance
user avatar

Brent M

CFA®

St. Paul, MN

Stonebridge Capital Advisors LLC

Brent Mellum is a CFA charterholder with Stonebridge Capital Advisors LLC and has been with the firm since 2022. He has eight years of prior experience at Twile Capital Management. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non‑high‑net‑worth and high‑net‑worth households, managing approximately $2.52 billion in client assets. The firm employs a committee-driven investment process that combines macroeconomic analysis and security-level research, supported by a specialized staff with institutional backgrounds.

Medicare planning Long-term care insurance
user avatar

Heidi H

CFA®

St. Paul, MN

Stonebridge Capital Advisors LLC

Heidi Hukriede is a CFA® charterholder with 29 years of experience at Stonebridge Capital Advisors LLC in St. Paul, MN. She has been with Stonebridge since 1997. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm emphasizes active, research-based portfolio management supported by a team that includes dedicated equity and fixed-income managers, a chief investment officer, and multiple CFA charterholders.

Medicare planning Long-term care insurance
user avatar

Rachel N

Series 65

St. Paul, MN

Stonebridge Capital Advisors LLC

Rachel Nault is a financial advisor with Stonebridge Capital Advisors LLC in St. Paul, MN. She holds a Series 65 credential and has been working in the industry since 2015, including four years at Nystrom & Associates before joining Stonebridge Capital Advisors in 2019. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients across a broad asset range, including non-high-net-worth and high-net-worth households. The firm’s investment process is committee-driven and emphasizes active, research-based portfolio management supported by specialized staff with institutional asset management backgrounds.

Medicare planning Long-term care insurance
user avatar

Derrick W

CFP®, Series 63, Series 66

Greenwood Village, CO

Stonebridge Capital Advisors LLC

Derrick Watson is a CFP®-designated financial advisor with 15 years of industry experience, currently serving at Stonebridge Capital Advisors LLC since 2015. His background includes roles at Northern Lights Distributors, Bason Partners, and Edward Jones. Watson holds Series 63 and Series 66 licenses. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management to a diverse range of individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a committee-driven investment process supported by specialized staff, combining active, research-based management with macroeconomic and security-level analysis.

Medicare planning Long-term care insurance
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