# Stonebridge Capital Management

Stonebridge Capital Management is a Bank / Wealth / Trust based in Los Angeles, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 1946
- **Assets under management:** Undisclosed
- **Website:** stonebridgecapital.com
- **LinkedIn:** https://www.linkedin.com/company/stonebridge-capital-management

## Regulatory record

- **CRD number:** 106073
- **SEC file number:** 801-5363
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-02T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106073

## About

Founded in Los Angeles in 1946, Stonebridge Capital Management established itself as a registered investment advisor rooted in long-duration client relationships. The firm delivers retirement planning, comprehensive wealth planning, and discretionary portfolio management to a client base spanning individuals, high-net-worth families, and select organizations. Its nearly eight decades of operation position it as one of the older RIAs still active in Southern California, with a footprint that has remained concentrated in the greater Los Angeles area. Stonebridge's approach blends traditional asset allocation with direct, client-specific portfolio construction. The firm manages equity and fixed-income exposures, typically via individual securities and managed accounts rather than pooled fund vehicles. Historically, the advisor has emphasized retirement-income modeling and intergenerational wealth transfer, serving family clients whose relationships often span two or more generations. Geographic concentration remains heavily weighted toward the West Coast, with particular depth in the Los Angeles professional and entrepreneurial communities. Team depth and total regulatory assets under management are not publicly disclosed. The firm maintains its primary office in Los Angeles and has not publicized satellite locations. No outside private-equity sponsors, institutional strategic partners, or affiliated philanthropic vehicles are known. Founded the year after World War II ended and surviving decades of industry consolidation, Stonebridge sustains an intentionally quiet profile — no widely reported capital raises, brand campaigns, or press releases mark recent years. Structurally, Stonebridge differs from the wave of roll-up RIAs backed by private equity. The firm remains independently held, with no disclosed external shareholders, and operates under the fiduciary duty of the Investment Advisers Act of 1940. This independence preserves a governance model where client portfolios are the sole business line — no proprietary products, no investment-banking conflicts, and no pressure to cross-sell institutional offerings.

## Related profiles

- [Stone Point Wealth](https://altss.com/profile/stone-point-wealth)
- [Stonebridge Financial Planning Group](https://altss.com/profile/stonebridge-financial-planning-group)

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Last updated: 2026-06-03T20:00:00.000Z

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