St. Paul, MN logo

St. Paul, MN Office

Team
Updated today
Stonebridge Capital Advisors LLC logo

Stonebridge Capital Advisors LLC

Team

Firm-wide stats for Stonebridge Capital Advisors LLC

Total advisors

5

Across 2 offices

Clients per advisor

322 Very High

Avg AUM per client

$1,109,730 Typical

HNW client ratio

33% Typical

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.

Based on Stonebridge Capital Advisors LLC

Expertise

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

Based on Stonebridge Capital Advisors LLC

Occupation focus

Founder/Business Owner Retired

Based on Stonebridge Capital Advisors LLC

Demographic focus

Values-based investing

Based on Stonebridge Capital Advisors LLC

Location

2550 University Avenue West, Suite 455 S

St. Paul MN 55114-1017

Advisors at this office

4

Advisors at this office

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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)