# Stonebridge Financial Group: new SEC registration, $896M AUM, San Rafael, CA

**Score:** 55/100

| Field | Value |
|---|---|
| Firm | Stonebridge Financial Group |
| Legal name | Stonebridge Financial Group, LLC |
| CRD | 340200 |
| Status | Approved |
| Registered with the SEC | 2026-01-29 |
| Latest Form ADV filing | 2026-08-07 |
| Location | San Rafael, CA, United States |
| Regulatory AUM | $895,995,473 |
| Accounts | 1871 |
| Employees | 21 |
| Website | https://www.sb-fg.com |

## Why this score
- $896M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340200). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.