Brian Hogan
Stonebridge Capital Management NW · San Anselmo, California
Brian Hogan is a fee-only financial advisor at Stonebridge Capital Management NW in San Anselmo, California. Stonebridge Capital Management NW reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Stonebridge Capital Management NW |
|---|---|
| Based in | San Anselmo, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $49.4M across 114 accounts |
| SEC registration | Investment adviser representative in CA, WA · CRD 2982196 |
| Exams passed | Series 63 (1998) · Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.stonebridgenw.net |
| Profile |
How Brian's firm compares
- Stonebridge Capital Management NW's average account is about $433,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Brian
Is Brian Hogan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Stonebridge Capital Management NW reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Stonebridge Capital Management NW, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Hogan based?
Brian Hogan is based in San Anselmo, California.
Is Brian Hogan registered with the SEC?
Yes. Brian Hogan is registered as an investment adviser representative in CA and WA (CRD 2982196), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Stonebridge Capital Management NW manage?
Stonebridge Capital Management NW reports $49.4M across 114 accounts in assets under management.
How do I contact Brian Hogan?
Through Brian's website, www.stonebridgenw.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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