Erik Boehm
Stone Bridge Asset Management · Chattanooga, Tennessee
Erik Boehm is a fee-only financial advisor at Stone Bridge Asset Management in Chattanooga, Tennessee, who holds the CFA credential. Erik focuses on retirement planning and estate & legacy planning. Stone Bridge Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Stone Bridge Asset Management |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $84.1M across 586 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, TN · CRD 4900697 |
| Exams passed | Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stonebridge-am.com |
| Profile |
How Erik's firm compares
- Stone Bridge Asset Management's average account is about $143,000, from its Form ADV (assets managed divided by 586 accounts).
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Questions about Erik
Is Erik Boehm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Stone Bridge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Stone Bridge Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Erik Boehm based?
Erik Boehm is based in Chattanooga, Tennessee.
What does Erik specialize in?
Erik's specialties include retirement planning and estate & legacy planning.
What credentials does Erik Boehm hold?
Erik Boehm holds the CFA credential.
Is Erik Boehm registered with the SEC?
Yes. Erik Boehm is registered as an investment adviser representative in GA and TN (CRD 4900697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stone Bridge Asset Management manage?
Stone Bridge Asset Management reports $84.1M across 586 accounts in assets under management.
How do I contact Erik Boehm?
Through Erik's website, www.stonebridge-am.com.
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
- Stone Bridge Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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