S
$2.4B Total AUM
$605.3M Disc. AUM
-- 3Y CAGR
10 Employees
805 ADV. Clients
1 yrs Firm Age
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- Custodian
- Empower · Fidelity/NFS · Lincoln Financial · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
3770 South Lindbergh Boulevard, Suite 102 St. Louis MO
About Stonebridge Financial Group, LLC
Stonebridge Financial Group, LLC is a St. Louis-based RIA. The firm has been operating for 1 years. Managing $2.4B in total assets under management, with 7 advisory representatives. They custody assets with Empower and Fidelity/NFS.
Team overview
45 AVG AGE
$342.6M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
0.8 yrs AVG TENURE
10 Employees
7 Advisory Reps
7 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEFFREY ALAN HEVEROH
Managing Member, PRINCIPAL
- CRD
- #2968559
- Ownership
- 25% but less than 50%
Available
Available
Available
JAMES RAOUL GURA
PRINCIPAL
- CRD
- #5988241
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 6 owners & executives
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C
Cole Walker Myers
--
- CRD
- #8027318
Available
Available
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MATTHEW WESLEY MYERS
--
- CRD
- #5780079
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $605,314,327 | $387,773 |
| Non-Discretionary | $1,792,853,988 | $28,917,000 |
| Total | $2,398,168,315 | $1,477,614 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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