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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-30-1997
- Office Locations
- 4
Office Locations
About Stonebridge Capital Advisors LLC
Stonebridge Capital Advisors (St. Paul, MN) provides customized investment management and holistic wealth management, serving individuals across stages of wealth as well as institutional clients (including nonprofits, insurers, and corporations). The firm also supports other advisors with tailored investment solutions, including separately managed account management, and appears to use ETFs heavily in its SMA assets. Hosts an annual Stonebridge Economic Forum for timely market and policy perspectives.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
ROBERT ALAN KINCADE
Chairman Of The Board, Chief Executive Officer, President
- CRD
- #2130718
- Ownership
- 10% but less than 25%
DONALD W. YOUNG
President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 10 owners & executives
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Michael Dashner
Director of Equity, Portfolio Manager
- CRD
- --
HEIDI LOUISE HUKRIEDE
Advisor, CHIEF OPERATING OFFICER
- CRD
- --
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,449,351,012 | $794,470 |
| Non-Discretionary | $70,289,211 | $1,033,665 |
| Total | $2,519,640,223 | $799,632 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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