Stonebridge Financial Planning Group, LLC
● SEC registered since 2018CRD 154616SEC# 801-113696Orlando, FL
Reg. AUM
$329.7M
Employees
8
Accounts
704
Location
Orlando, FL
Stonebridge Financial Planning Group, LLC assets under management
Stonebridge Financial Planning Group, LLC is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2018. It reports $329.7 million in regulatory assets under management and employs 8 people.
Stonebridge Financial Planning Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bethany Marie Park | Director Of Operations | 5-10% | 2026 |
| Catherine Jolly Hyder | Member | 10-25% | 2024 |
| Cole Presley Thomas | Financial Planner & Advisor | 10-25% | 2026 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Stonebridge Financial Planning Group, LLC manage?
Stonebridge Financial Planning Group, LLC reports $329.7 million in regulatory assets under management on its Form ADV.
How many employees does Stonebridge Financial Planning Group, LLC have?
Stonebridge Financial Planning Group, LLC reports 8 employees.
Where is Stonebridge Financial Planning Group, LLC located?
Stonebridge Financial Planning Group, LLC is based in Orlando, FL and has been SEC-registered since 2018.
Does Stonebridge Financial Planning Group, LLC disclose fund performance?
Stonebridge Financial Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 203 Hillcrest Street, Orlando, FL 32801 |
| Phone | 407-695-7100 |
| Fax | 321-222-0211 |
| Office hours | 8:30 a.m. To 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1802494 |
| Discloses disciplinary history | No |
Regulatory AUM
$329.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$329.7Mregulatory AUM
Discretionary $328.6MNon-discretionary $1.1M