Stonebridge Financial Group, LLC
● SEC registered since 2025CRD 337972SEC# 801-134287St. Louis, MO
Reg. AUM
$2.4B
Employees
10
Accounts
1,623
Location
St. Louis, MO
Stonebridge Financial Group, LLC assets under management
Stonebridge Financial Group, LLC is an SEC-registered investment adviser based in St. Louis, MO. The firm has been registered since 2025. It reports $2.4 billion in regulatory assets under management and employs 10 people.
Stonebridge Financial Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Mortara | Chief Compliance Officer | Under 5% | 2025 |
| James Raoul Gura Control | Member / Principal | 10-25% | 2025 |
| Jeffrey Alan Heveroh Control | Managing Member / Principal | 25-50% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Stonebridge Financial Group, LLC manage?
Stonebridge Financial Group, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Stonebridge Financial Group, LLC have?
Stonebridge Financial Group, LLC reports 10 employees.
Where is Stonebridge Financial Group, LLC located?
Stonebridge Financial Group, LLC is based in St. Louis, MO and has been SEC-registered since 2025.
Does Stonebridge Financial Group, LLC disclose fund performance?
Stonebridge Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127 |
| Phone | 314-729-9500 |
| Fax | 314-729-9501 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.4B▲ 2%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$2.4Bregulatory AUM
Discretionary $605.3MNon-discretionary $1.79B