CRD: 159334
Stone Bridge Asset Management, LLC
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- Custodian
- Capital Group · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-22-2011
- Office Locations
- 1
Office Locations
About Stone Bridge Asset Management, LLC
Stone Bridge Asset Management is a Chattanooga-based advisory firm providing investment management and financial coaching for individuals and families, with planning support for retirement, business transitions, and charitable giving. The team builds personalized, risk-aware portfolios with a conservative investment philosophy and proactive monitoring. Clients can engage through a dedicated portal and eMoney (“Stone Bridge Connect”), and the firm participates as a SmartVestor Pro.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID WAYNE BABB
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4522145
- Ownership
- 50% but less than 75%
ERIK MICHAEL BOEHM
Managing Member, Principal
- CRD
- #4900697
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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THOMAS WAYNE FRANCESCON SR
Advisor
- CRD
- #5451941
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,085,842 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,085,842 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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