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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

CRD 154616

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3316623f-a54f-554a-f602-9ecaf16bed4e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Jun 26, 2018 to Sep 17, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $330MItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $329M
Private client RAUM: $327MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $65.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 704
Individual clients: 258
High net worth clients: 82
SEC number: 801-113696
CIK: 1802494
CRD: 154616
Filings on the tape: 25
First filed: Jun 26, 2018
Latest filed: Sep 17, 2026
Organised: Limited Liability Company, FL
Website: stonebridgefpgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
REBECCA ANNE ROBEY	Certified Financial Planner	ORLANDO, FL	7	20	n/a	no
CATHERINE JOLLY HYDER	Certified Financial Planner	Orlando,, FL	4	16	n/a	no
COLE PRESLEY THOMAS	Certified Financial Planner	ORLANDO, FL	2	10	1	no
Allison Young	Certified Financial Planner	ORLANDO, FL	1	10	n/a	no
Dawn Marie Little	n/a	ORLANDO, FL	0	27	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ROBEY, REBECCA, ANNE	Member	C	yes	07/2021	Jul 29, 2021	Apr 18, 2024
WEBB, DIANNE, MARIE	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	yes	01/2013	Jun 26, 2018	Apr 18, 2024
WEBB, JOHN, ADRIAN	CHIEF FINANCIAL OFFICER	Na	yes	03/2020	Mar 23, 2021	Apr 18, 2024
HYDER, CATHERINE, JOLLY	Member	B	no	03/2024	Mar 27, 2024	Apr 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$330M	$329M	8	8	n/a	n/a
2024	Mar 28, 2025	$281M	$280M	9	8	n/a	n/a
2023	Mar 27, 2024	$220M	$219M	9	8	n/a	n/a
2022	Mar 23, 2023	$191M	$190M	8	7	n/a	n/a
2021	Mar 17, 2022	$211M	$210M	9	8	n/a	n/a
2020	Mar 23, 2021	$187M	$186M	7	7	n/a	n/a
2019	Mar 9, 2020	$141M	$141M	11	3	n/a	n/a
2018	Mar 22, 2019	$147M	$147M	8	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$330M	$281M	17.3%	$191M	19.9%	8	9	0	0

Relationships

Registered with (6)

← Dawn Marie LittleAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← Allison YoungAdvisorregistration: current employment
Apr 17, 2025 to presentfactForm ADV
← COLE PRESLEY THOMASAdvisorregistration: current employment
Mar 4, 2024 to presentfactForm ADV
← CATHERINE JOLLY HYDERAdvisorregistration: current employment
Mar 1, 2022 to presentfactForm ADV
← REBECCA ANNE ROBEYAdvisorregistration: current employment
Jul 19, 2019 to presentfactForm ADV
← CHRISTOPHER HOWARD TOADVINEAdvisorregistration: previous registration
May 23, 2018 to Jun 3, 2019factForm ADV

Controls (3)

← WEBB, DIANNE, MARIEOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jun 26, 2018 to Apr 18, 2024factForm ADV
← WEBB, JOHN, ADRIANOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 23, 2021 to Apr 18, 2024factForm ADV
← ROBEY, REBECCA, ANNEOwnerMEMBER, ownership code C, individual
Jul 29, 2021 to Apr 18, 2024factForm ADV

Owns (1)

← HYDER, CATHERINE, JOLLYOwnerMEMBER, ownership code B, individual
Mar 27, 2024 to Apr 18, 2024factForm ADV

Dated events

Occurred
Mar 23, 2021
Control person joined
Adrian John Webb (Chief Financial Officer) appeared on Schedule A of Stonebridge Financial Planning Group, Llc
Form ADVobserved 5 days ago
Occurred
Jun 26, 2018
First Form ADV filing
Stonebridge Financial Planning Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3316623f-a54f-554a-f602-9ecaf16bed4e
First observed: Jun 26, 2018
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

CRD 154616

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3316623f-a54f-554a-f602-9ecaf16bed4e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

REBECCA ANNE ROBEY

Certified Financial Planner

ORLANDO, FL

n/a

CATHERINE JOLLY HYDER

Certified Financial Planner

Orlando,, FL

n/a

COLE PRESLEY THOMAS

Certified Financial Planner

ORLANDO, FL

Allison Young

Certified Financial Planner

ORLANDO, FL

n/a

Dawn Marie Little

n/a

ORLANDO, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROBEY, REBECCA, ANNE

Member

yes

07/2021

Jul 29, 2021

Apr 18, 2024

WEBB, DIANNE, MARIE

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

01/2013

Jun 26, 2018

Apr 18, 2024

WEBB, JOHN, ADRIAN

CHIEF FINANCIAL OFFICER

yes

03/2020

Mar 23, 2021

Apr 18, 2024

HYDER, CATHERINE, JOLLY

Member

03/2024

Mar 27, 2024

Apr 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$330M

$329M

n/a

2024

Mar 28, 2025

$281M

$280M

n/a

2023

Mar 27, 2024

$220M

$219M

n/a

2022

Mar 23, 2023

$191M

$190M

n/a

2021

Mar 17, 2022

$211M

$210M

n/a

2020

Mar 23, 2021

$187M

$186M

n/a

2019

Mar 9, 2020

$141M

n/a

2018

Mar 22, 2019

$147M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$330M

$281M

17.3%

$191M

19.9%