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Stonebridge Capital Advisors LLC

Updated today

Client AUM

$1,785,555,343

Clients

1,609

Advisors

5

across 2 offices

About

Stonebridge Capital Advisors manages approximately $2,519,640,223 in client assets and provides discretionary and non‑discretionary investment management and private wealth services to more than 1,600 clients. Its client mix includes high‑net‑worth individuals and families as well as trusts, endowments, foundations, pension and profit‑sharing plans, insurance companies, corporations and other institutional clients.

The firm emphasizes customized Investment Strategy Guidelines based on fundamental analysis and long‑term objectives, managing diversified equity and fixed‑income portfolios across distinct strategies (growth, growth & income, dividend income, and multiple fixed‑income maturities). Stonebridge also employs options strategies — including a covered‑call approach — in separately managed accounts where appropriate, and coordinates clients’ broader advisory teams to address estate, tax and retirement planning as part of its private wealth offering.

Stonebridge serves as a sub‑advisor to other registered investment advisers and broker‑dealers and acts as the investment manager for an SEC‑registered mutual fund, The Covered Bridge Fund, while reporting $1,553,774,634 in assets under advisement — arrangements and scale that are less common among firms that primarily manage pooled or institutional assets. The firm regularly publishes articles and economic commentary for clients and maintains a client roster that spans individual retail investors through institutional and other adviser clients, reflecting an unusually broad set of services for its category.

Client services

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

Expertise

Concentrated stock management Equity compensation tax strategy Options & derivatives strategies ESG / Sustainable investing Wealth management

Occupation focus

Founder/Business Owner Retired

Demographic focus

Values-based investing

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Fee options

Percentage

$0 - $500,000: 1.90% annually $500,000+: 1.75% annually

Main office

See office

2550 University Avenue West, Suite 455 S

St. Paul MN 55114-1017

Advisors at this office

4

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Illinois · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming

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 with Stonebridge Capital Advisors LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Stonebridge Capital Advisors since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company that researches and produces solutions for respiratory complications. Stonebridge Capital Advisors serves individual and high-net-worth clients with discretionary portfolio management and wealth advisory services. The firm employs a team-based, research-driven investment process supported by an in-house economist and dedicated analytics professionals, managing over $2.2 billion in assets across 13 advisors.

Concentrated stock management Equity compensation tax strategy Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Values-based investing
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 in St. Paul, MN, where he has worked since 2013. He holds Series 63 and Series 65 licenses and is part of a three-advisor team. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to a diverse client base including high-net-worth individuals, families, trusts, endowments, pension plans, insurance companies, and institutional clients. The firm emphasizes customized investment strategies grounded in fundamental analysis and long-term objectives, offering diversified equity and fixed-income portfolios along with options strategies and coordinated advisory services.

Concentrated stock management Equity compensation tax strategy Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Values-based investing
user avatar

Heidi H

CFA®

St. Paul, MN

Stonebridge Capital Advisors LLC

Heidi Hukriede is a CFA® charterholder with Stonebridge Capital Advisors LLC, where she has worked since 1997. She is based in St. Paul, MN, and is part of a three-advisor team. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to more than 1,600 clients, including high-net-worth individuals, families, trusts, endowments, and institutional clients. The firm employs customized investment strategies based on fundamental analysis and long-term objectives, managing diversified equity and fixed-income portfolios and utilizing options strategies where appropriate.

Concentrated stock management Equity compensation tax strategy Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Values-based investing
user avatar

Rachel N

Series 65

St. Paul, MN

Stonebridge Capital Advisors LLC

Rachel Nault is a financial advisor at Stonebridge Capital Advisors LLC with a Series 65 credential and seven years of industry experience. She previously worked at Nystrom & Associates for four years. Stonebridge Capital Advisors manages over $2.5 billion in client assets, serving high-net-worth individuals, families, trusts, endowments, foundations, pension plans, insurance companies, corporations, and other institutional clients. The firm focuses on customized investment strategies across diversified equity and fixed-income portfolios and coordinates broader advisory services including estate, tax, and retirement planning.

Concentrated stock management Equity compensation tax strategy Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Values-based investing
user avatar

Derrick W

CFP®, Series 63, Series 66

Greenwood Village, CO

Stonebridge Capital Advisors LLC

Derrick Watson is a CFP® with 14 years of industry experience, currently serving at Stonebridge Capital Advisors LLC since 2015. He has also been associated with Bason Partners, LLC since 2013 and worked at Northern Lights Distributors, LLC from 2015 to 2021. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to a diverse client base that includes high-net-worth individuals, families, trusts, endowments, and institutional clients. The firm employs customized investment strategies based on fundamental analysis and long-term objectives, including equities, fixed income, options strategies, and coordinated advisory services across estate, tax, and retirement planning.

Concentrated stock management Equity compensation tax strategy Options & derivatives strategies ESG / Sustainable investing Wealth management Founder/Business Owner Retired Values-based investing
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