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Advisor

John Schonberg

Stonebridge Capital Advisors · St. Paul, Minnesota

John Schonberg is a fee-only financial advisor at Stonebridge Capital Advisors in St. Paul, Minnesota, who holds the CFA credential. John charges a percentage of assets.

Percentage of assets Fee-only CFA

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Facts

FirmStonebridge Capital Advisors
Based in St. Paul, Minnesota
Fee modelPercentage of assets
Assets under management$2.52B across 3,151 accounts
CredentialsCFA
SEC registration Investment adviser representative in MN · CRD 1706287
Exams passedSeries 63 (1987) · Series 65 (1992)
Firm size31 employees
Disclosures None reported
Websitestonebridgecap.com

How John's firm compares

  • Stonebridge Capital Advisors's average account is about $800,000, from its Form ADV (assets managed divided by 3,151 accounts).

What fee-only advisors charge in Minnesota

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Questions about John

Is John Schonberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Stonebridge Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does John charge for financial advice?

John charges a percentage of assets.

Where is John Schonberg based?

John Schonberg is based in St. Paul, Minnesota.

What credentials does John Schonberg hold?

John Schonberg holds the CFA credential.

Is John Schonberg registered with the SEC?

Yes. John Schonberg is registered as an investment adviser representative in MN (CRD 1706287), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Stonebridge Capital Advisors manage?

Stonebridge Capital Advisors reports $2.52B across 3,151 accounts in assets under management.

How do I contact John Schonberg?

Through John's website, stonebridgecap.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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