STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
CRD #154616 SEC #801-113696 ORLANDO, FL 407-695-7100
SEC Registered
Total AUM
$281M
Discretionary
$280M
Employees
9
Clients
101
Accounts
662
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $281M | $280M | $986.9K | 9 | 20 |
| Mar 2025 | $281M | $280M | $986.9K | 9 | 20 |
| Apr 2024 | $219.8M | $218.9M | $896.9K | 9 | 30 |
| Mar 2024 | $219.8M | $218.9M | $896.9K | 9 | 30 |
| Jul 2023 | $191.2M | $190.4M | $788.9K | 8 | 20 |
| May 2023 | $191.2M | $190.4M | $788.9K | 8 | 20 |
| Mar 2023 | $191.2M | $190.4M | $788.9K | 8 | 20 |
| Nov 2022 | $211.2M | $210.1M | $1M | 9 | 0 |
| Aug 2022 | $211.2M | $210.1M | $1M | 9 | 0 |
| Mar 2022 | $211.2M | $210.1M | $1M | 9 | 0 |
| Aug 2021 | $186.9M | $186.1M | $829.5K | 7 | 0 |
| Jul 2021 | $186.9M | $186.1M | $829.5K | 7 | 0 |
| May 2021 | $186.9M | $186.1M | $829.5K | 7 | 0 |
| Mar 2021 | $186.9M | $186.1M | $829.5K | 7 | 0 |
| Jun 2020 | $141.3M | $140.6M | $748K | 11 | 0 |
| Mar 2020 | $141.3M | $140.6M | $748K | 11 | 0 |
| Dec 2019 | $146.8M | $146.8M | $0 | 8 | 0 |
| Aug 2019 | $146.8M | $146.8M | $0 | 8 | 0 |
| Mar 2019 | $146.8M | $146.8M | $0 | 8 | 0 |
| Jan 2019 | $105.9M | $105.9M | $0 | 7 | 0 |
| Aug 2018 | $105.9M | $105.9M | $0 | 7 | 0 |
| Jun 2018 | $105.9M | $105.9M | $0 | 7 | 0 |
DateNov 2025
Total AUM$281M
Discretionary$280M
Non-Disc.$986.9K
Employees9
Clients20
DateMar 2025
Total AUM$281M
Discretionary$280M
Non-Disc.$986.9K
Employees9
Clients20
DateApr 2024
Total AUM$219.8M
Discretionary$218.9M
Non-Disc.$896.9K
Employees9
Clients30
DateMar 2024
Total AUM$219.8M
Discretionary$218.9M
Non-Disc.$896.9K
Employees9
Clients30
DateJul 2023
Total AUM$191.2M
Discretionary$190.4M
Non-Disc.$788.9K
Employees8
Clients20
DateMay 2023
Total AUM$191.2M
Discretionary$190.4M
Non-Disc.$788.9K
Employees8
Clients20
DateMar 2023
Total AUM$191.2M
Discretionary$190.4M
Non-Disc.$788.9K
Employees8
Clients20
DateNov 2022
Total AUM$211.2M
Discretionary$210.1M
Non-Disc.$1M
Employees9
Clients0
DateAug 2022
Total AUM$211.2M
Discretionary$210.1M
Non-Disc.$1M
Employees9
Clients0
DateMar 2022
Total AUM$211.2M
Discretionary$210.1M
Non-Disc.$1M
Employees9
Clients0
DateAug 2021
Total AUM$186.9M
Discretionary$186.1M
Non-Disc.$829.5K
Employees7
Clients0
DateJul 2021
Total AUM$186.9M
Discretionary$186.1M
Non-Disc.$829.5K
Employees7
Clients0
DateMay 2021
Total AUM$186.9M
Discretionary$186.1M
Non-Disc.$829.5K
Employees7
Clients0
DateMar 2021
Total AUM$186.9M
Discretionary$186.1M
Non-Disc.$829.5K
Employees7
Clients0
DateJun 2020
Total AUM$141.3M
Discretionary$140.6M
Non-Disc.$748K
Employees11
Clients0
DateMar 2020
Total AUM$141.3M
Discretionary$140.6M
Non-Disc.$748K
Employees11
Clients0
DateDec 2019
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$146.8M
Discretionary$146.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees7
Clients0