Local phone number:
651-251-1000
Email address:
info@stonebridgecap.com

Who We Are

Home › Who We Are

Stonebridge Capital Advisors is a bespoke investment management firm, prioritizing long-term financial success and well-being for all whom we serve.

Serving high-net-worth individuals, families, partnered advisors, nonprofit organizations, and institutions, we connect with our clients to understand their unique financial needs, develop well-structured investment portfolios, and form long-lasting partnerships.

Our firm was founded on a simple premise: to enhance the lives of our clients, partners, and community by realizing their financial objectives through forming long-lasting, personalized relationships. Over 27 years later, this vision still governs how Stonebridge caters to our clients’ individual needs.

Our Mission

To enhance the lives of our clients, partners, and community by helping realize their financial future.

Our Core Values

Client Focused. Integrity. Respect.

Our Vision

Providing clarity without complexity by delivering tailored investment services.

"All our growth at Stonebridge has been driven by our clients."

Heidi Hukriede, Chief Operating Officer

How We're Different

$2.3 + Billion

in firm assets under management1

Accredited Team

of CFA® charterholders, Ph.D., IACCP®, AIF® Designees, and MBAs2

"We build a bridge of trust."

Robert Kincade, Chief Executive Officer

1 Advisory services offered through Stonebridge Capital Advisors, LLC., an investment adviser registered with the U.S. Securities & Exchange Commission. The data provided was generated as of 06/30/2025.

2 CFA® and Chartered Financial Analyst® are trademarks owned by the CFA Institute. The Center for Fiduciary Studies own the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements. The IACCP designation stands for Investment Adviser Certified Compliance Professional®. This certification is co-sponsored by NRS and the Investment Adviser Association (IAA). It involves completing a program of study, passing a certification exam, and fulfilling work experience, ethics, and continuing education requirements.

________

Stonebridge Capital Advisors claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

To receive additional information regarding Stonebridge Capital Advisors, including GIPS-compliant presentation information for Stonebridge Capital Advisors’ strategies and products, contact Stonebridge Capital Advisors at 651-251-1000 or info@stonebridgecap.com

Skip To Top