Stonebridge Financial Group, LLC
● SEC registered since 2023CRD 327529SEC# 801-129034Wormleysburg, PA
Reg. AUM
$2.28B
Employees
29
Accounts
4,548
Location
Wormleysburg, PA
Stonebridge Financial Group, LLC assets under management
Stonebridge Financial Group, LLC is an investment advisory firm registered with the SEC based in Wormleysburg, PA. The firm has been registered since 2023. It reports $2.3 billion in regulatory assets under management and employs 29 people.
Stonebridge Financial Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Joel Sanders | Partner - Personal Wealth Management | 5-10% | 2023 |
| Brian Douglas McCarver Control | Managing Partner | 25-50% | 2023 |
| Cody Gehman Control | Cco | 5-10% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Stonebridge Financial Group, LLC manage?
Stonebridge Financial Group, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Stonebridge Financial Group, LLC have?
Stonebridge Financial Group, LLC reports 29 employees.
Where is Stonebridge Financial Group, LLC located?
Stonebridge Financial Group, LLC is based in Wormleysburg, PA and has been SEC-registered since 2023.
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 | 602 North Front Street, Wormleysburg, PA 17043 |
| Phone | 717-736-7007 |
| Fax | 717-761-6127 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.28B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.12BNon-discretionary $160.8M