RIA Intel›Advisers›Tennessee›STONE BRIDGE ASSET MANAGEMENT, LLC

STONE BRIDGE ASSET MANAGEMENT, LLC

Advisory

CHATTANOOGA, TN

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in TN

#301

of 380 advisers by AUM

Average account

$143K

across 586 accounts

AUM per adviser

$42M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients240

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, GA, TN, TX

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

240 clients

50 high-net-worth

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

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