CRD: 327529
Stonebridge Financial Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-08-2023
- Office Locations
- 4
Office Locations
About Stonebridge Financial Group, LLC
Stonebridge Financial Group, LLC is a Pennsylvania-based investment advisory firm serving retail and institutional clients, with a planning-led focus on entrepreneurs. The team provides asset management, portfolio construction, and investment planning alongside tax, estate, insurance, and business-succession planning. Investment implementation emphasizes public funds, ETFs, index funds, and fixed income, and the firm uses Black Diamond with Schwab custody.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JONATHAN SCOTT FREEMAN
Managing Partner
- CRD
- #2893953
- Ownership
- 25% but less than 50%
BRIAN DOUGLAS MCCARVER
Managing Director, Managing Partner
- CRD
- #2933493
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Nathan Randolph Bailey
--
- CRD
- #6652610
TODD FELIX BOGDA
Registered Representative
- CRD
- #2649500
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,116,058,919 | $522,355 |
| Non-Discretionary | $160,810,033 | $323,561 |
| Total | $2,276,868,952 | $500,631 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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