Est. Revenue
$24.0M
@ 1% on AUM
Est. EBITDA
$7.2M
@ 30% margin
Est. Deal Value
$57.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
STONEBRIDGE FINANCIAL GROUP, LLC
Economics
Client mix
| Individuals Other | 596 |
| Individuals High Net Worth | 142 |
| Pension Profit Sharing Plans | 67 |
Operations
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
ST. LOUIS MO
Custodian & Brokerage
Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees
Filings
Latest ADV filing
03/25/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
HEVEROH, JEFFREY, ALAN
Control Persons
HEVEROH, JEFFREY, ALAN
GURA, JAMES, RAOUL
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
STONEBRIDGEFIN.COM
Rdap Domain Creation Date
2003-10-14T14:14:51Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Form 5500 Total Compensation
205,628
Form 5500 Compensation Trajectory 3y
Form 5500 Plan Count Trajectory 3y
Schedule C Total Compensation
205,628
Schedule C Service Provider Rows
9
SEC EDGAR
Edgar First Filing Date
2025-01-29
Edgar Last Filing Date
2026-04-08
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001999371-26-007873
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.4946
Soi Zip Pct 200k Plus
0.2744
Soi Zip Returns 200k Plus
760
Fdic Zip Total Deposits
17,255,880,000
Fdic Zip Top Banks
Enterprise Bank & Trust
Bank of America, National Association
Compliance & brand
Firm Registration Status
active
All other collected signals (27)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing602 NORTH FRONT STREETWORMLEYSBURG, PA 17043
Business602 NORTH FRONT STREETWORMLEYSBURG, PA 17043
Edgar Recent Filings
13F-HR2026-04-08 · 0001999371-26-007873
13F-HR2026-01-21 · 0001999371-26-001274
Fdic Zip Branches Raw
Cass Bank & Trust CompanySunset Hills, MO
Magna Bank of MissouriSunset Hills, MO
Fdic Zip Top Bank Share Pct
56
Rdap Domain Expiration Date
2032-10-14T14:14:51Z
Rdap Domain Last Changed
2025-09-30T16:25:41Z
Rdap Nameservers
Ns20.digicertdns.comNs21.digicertdns.comNs22.digicertdns.comNs23.digicertdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Total Business Income
20,006
Soi Zip Total Cap Gains
81,497
Soi Zip Total Dividends
34,032
Soi Zip Total Returns
2,770
Trust Company Affiliate
No
HEVEROH, JEFFREY, ALAN
IAR · Direct Owner · 37.5%
MYERS, MICHAEL, KENT
IAR · Direct Owner · 17.5%
NENNINGER, TIMOTHY, JAMES
IAR · Direct Owner · 17.5%
GURA, JAMES, RAOUL
IAR · Direct Owner · 17.5%
Heveroh, Samuel, Schaedler
IAR · Direct Owner · 7.5%
Christopher Michael Mortara
Executive Officer · 2.5%
