STONEBRIDGE INVESTMENT COUNSEL, LLC
Legal name: STONEBRIDGE WEALTH MANAGEMENT
CRD #122477 SEC #801-117944 NASHVILLE, TN 615-309-0832
SEC Registered
Total AUM
$154.6M
Discretionary
$154.6M
Employees
5
Clients
11
Accounts
342
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT / MANAGING MEMBER / CCO | NA | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT / MANAGING MEMBER / CCO | NA | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT / MANAGING MEMBER / CCO | NA | Control |
| MARTIN, TYLER, OWEN | I | CHIEF OPERATING OFFICER | NA | |
| MARTIN, TYLER, OWEN | I | CHIEF OPERATING OFFICER | NA | |
| MARTIN, TYLER, OWEN | I | CHIEF OPERATING OFFICER | NA | |
| MARTIN, TYLER, OWEN | I | CHIEF OPERATING OFFICER | NA | |
| MARTIN, TYLER, OWEN | I | CHIEF OPERATING OFFICER | NA | |
| MARTIN, TYLER, OWEN | I | CHIEF OPERATING OFFICER | NA | |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CCO/MANAGING MEMBER | E | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CCO | E | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CCO/MANAGING MEMBER | E | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CCO/MANAGING MEMBER | E | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CCO/MANAGING MEMBER | E | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CCO/MANAGING MEMBER | E | Control |
| STONEBRIDGE HOLDING, INC. | FE | OWNER | E | Control |
| STONEBRIDGE HOLDING, INC. | FE | OWNER | E | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT | D | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, MITCHELL, STANLEY | I | PRESIDENT / MANAGING MEMBER / CCO | D | Control |
| STONEBRIDGE HOLDING, INC. | FE | OWNER | D | Control |
| STONEBRIDGE HOLDING, INC. | FE | OWNER | D | Control |
| TAYLOR, LOUISE, MARY | I | EXECUTIVE VICE PRESIDENT/DIRECTOR | D | Control |
| TAYLOR, LOUISE, MARY | I | EXECUTIVE VICE PRESIDENT/DIRECTOR | D | Control |
| TAYLOR, LOUISE, MARY | I | EXECUTIVE VICE PRESIDENT/DIRECTOR | D | Control |
| TAYLOR, LOUISE, MARY | I | EXECUTIVE VICE PRESIDENT/DIRECTOR | D | Control |
| TAYLOR, LOUISE, MARY | I | EXECUTIVE VICE PRESIDENT/DIRECTOR | D | Control |
| TAYLOR, LOUISE, MARY | I | EXECUTIVE VICE PRESIDENT/DIRECTOR | D | Control |
| TAYLOR, LOUISE, MARY | I | EXECUTIVE VICE PRESIDENT/DIRECTOR | D | Control |
| TAYLOR, LOUISE, MARY | I | EXECUTIVE VICE PRESIDENT/DIRECTOR | D | Control |
| TAYLOR, LOUISE, MARY | I | EXECUTIVE VICE PRESIDENT/DIRECTOR | D | Control |
| TAYLOR, LOUISE, MARY | I | EXECUTIVE VICE PRESIDENT/DIRECTOR | D | Control |
| ONEASCENT FINANCIAL SERVICES LLC | DE | OWNER | C | Control |
| ONEASCENT FINANCIAL SERVICES LLC | DE | OWNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARTIN, MITCHELL, STANLEY | I | STONEBRIDGE HOLDING, INC. | E | Control |
| MARTIN, MITCHELL, STANLEY | I | STONEBRIDGE HOLDING, INC. | E | Control |
| MARTIN, MITCHELL, STANLEY | I | STONEBRIDGE HOLDING, INC. | E | Control |
| MARTIN, MITCHELL, STANLEY | I | STONEBRIDGE HOLDING, INC. | E | Control |
| ONEASCENT HOLDINGS LLC | DE | ONEASCENT FINANCIAL SERVICES LLC | E | Control |
| MARTIN, TYLER, OWEN | I | STONEBRIDGE HOLDING, INC. | C |
Registrations
Federal
IA
Mar 14, 2023 REGISTERED
Notice Filings (9)
CA DC FL IN LA OH TN TX VA
Address
LOEWS VANDERBILT PLAZA2100 WEST END AVENUE, SUITE 660
NASHVILLE, TN 37203
United States
Phone: 615-309-0832