| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Joel Sanders | Director - Personal Wealth Management | 5-10% | 2023 |
| Brian Douglas McCarver Control | Managing Director | 25-50% | 2023 |
| Cody Gehman Control | Director / Cco / Operations | 5-10% | 2023 |
Stonebridge Financial Group, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Stonebridge Financial Group, LLC reports 26 employees.
Stonebridge Financial Group, LLC is based in Wormleysburg, PA and has been SEC-registered since 2023.
Stonebridge Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 602 North Front Street, Wormleysburg, PA 17043 |
| Phone | 717-736-7007 |
| Fax | 717-761-6127 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.69B |
| Non-discretionary | $141.6M |
| Total (RAUM) | $1.83B |