Stonebridge Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
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 office2550 University Avenue West, Suite 455 S
St. Paul MN 55114-1017
Advisors at this office
6
Offices (2)
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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