RIA Intel›Advisers›Alabama›STOCKBRIDGE WEALTH PARTNERS, LLC

STOCKBRIDGE WEALTH PARTNERS, LLC

Advisory

BIRMINGHAM, AL

Data as of Mar 3, 2026 · Source: SEC Form ADV

Average account

$97K

across 197 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients100

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

100 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

KAIROS ASSET ADVISORY, LLC

$19M

MEDORA VALUE EQUITY, LLC

$20M

FIDELIS CAPITAL, LLC

$18M

ROCKBRIDGE ASSET MANAGEMENT, LLC

$18M

CHITWOOD-LINDBERG WEALTH MANAGEMENT

$18M

MCNARON GROUP, INC.

$21M

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