Firm
Stonebridge Capital Management NW
Ruidoso, New Mexico
Fee-only
Stonebridge Capital Management NW at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 36 individual clients, 16 of them high net worth.
- Its average account is about $433,000 (assets it manages divided by its 114 accounts).
Facts
| Based in | Ruidoso, New Mexico |
|---|---|
| Website | stonebridgenw.net |
| Phone | (253) 678-2370 |
Stonebridge Capital Management NW fees
Stonebridge Capital Management NW doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $49 million |
| Individual clients | 20 |
| High-net-worth clients | 16 |
| Accounts managed | 114 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 147392 |