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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

STONEBRIDGE WEALTH MANAGEMENT

STONEBRIDGE INVESTMENT COUNSEL, LLC, CRD 122477

NASHVILLE, TN

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:5f3ea5bc-a3aa-0b27-ca6b-3ae1b59f15cf

Data as of Mar 14, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Mar 20, 2012 to Mar 14, 2023
15 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $155MItem 5.F on the latest filing (2023-03-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $155M
Private client RAUM: $133MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 342
Individual clients: 25
High net worth clients: 65
SEC number: 801-117944
CRD: 122477
Filings on the tape: 15
First filed: Mar 20, 2012
Latest filed: Mar 14, 2023
Organised: Limited Liability Company, Tennessee

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
MARTIN, MITCHELL, STANLEY	PRESIDENT AND CEO	E	yes	05/2013	Mar 20, 2012	Mar 14, 2023
MARTIN, MITCHELL, STANLEY	PRESIDENT / MANAGING MEMBER / CCO	D	yes	02/2002	Mar 20, 2012	Mar 14, 2023
ONEASCENT FINANCIAL SERVICES LLC	Owner	C	yes	10/2022	Nov 1, 2022	Mar 14, 2023
STONEBRIDGE HOLDING, INC.	Owner	D	yes	05/2013	Mar 4, 2022	Mar 14, 2023
MARTIN, TYLER, OWEN	CHIEF OPERATING OFFICER	C	no	12/2018	Mar 2, 2021	Mar 14, 2023
MARTIN, TYLER, OWEN	CHIEF OPERATING OFFICER	Na	no	12/2018	Mar 2, 2021	Mar 14, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ONEASCENT FINANCIAL SERVICES LLC	n/a	Independent wealth	$3.5B	Y	yes	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 14, 2023	$155M	$155M	5	2	0	n/a	n/a
2021	Mar 4, 2022	$172M	$162M	5	2	0	n/a	n/a
2020	Mar 2, 2021	$140M	$140M	4	2	0	n/a	n/a
2019	Mar 11, 2020	$722M	$722M	3	2	0	n/a	n/a
2011	Mar 20, 2012	$51.8M	$51.8M	n/a	n/a	n/a	n/a	n/a

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
2022	$155M	$172M	-9.9%	$722M	-40.2%	5	5	0	0

Relationships

Affiliated with (1)

→ ONEASCENT FINANCIAL SERVICES LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (3)

← MARTIN, MITCHELL, STANLEYOwnerPRESIDENT AND CEO, ownership code E, individual
Mar 20, 2012 to presentfactForm ADV
← ONEASCENT FINANCIAL SERVICES LLCOwnerOWNER, ownership code C, domestic entity
Nov 1, 2022 to presentfactForm ADV
← STONEBRIDGE HOLDING, INC.OwnerOWNER, ownership code D, foreign entity
Mar 4, 2022 to presentfactForm ADV

Owns (1)

← MARTIN, TYLER, OWENOwnerCHIEF OPERATING OFFICER, ownership code C, individual
Mar 2, 2021 to presentfactForm ADV

Registered with (2)

← MITCHELL STANLEY MARTINAdvisorregistration: previous registration
May 13, 2003 to Oct 2, 2023factForm ADV
← TYLER OWEN MARTINAdvisorregistration: previous registration
Dec 23, 2013 to Oct 2, 2023factForm ADV

Dated events

Occurred
Oct 2, 2023
Advisor changed firm
Tyler Owen Martin left Stonebridge Wealth Management for Oneascent Financial Services Llc (registered 2022-09-15)
Form ADVobserved 5 days ago
Occurred
Oct 2, 2023
Advisor changed firm
Mitchell Stanley Martin left Stonebridge Wealth Management for Asset & Financial Planning, Ltd (registered 2007-09-05)
Form ADVobserved 5 days ago
Occurred
Mar 2, 2021
Regulatory AUM changed
Stonebridge Wealth Management reported RAUM $139.6M, down 81% from $722.3M (2020-06-25 to 2021-03-02)
Form ADVobserved 5 days ago
$-583M
Occurred
Mar 11, 2020
Regulatory AUM changed
Stonebridge Wealth Management reported RAUM $722.3M, up 430% from $136.2M (2020-01-15 to 2020-03-11)
Form ADVobserved 5 days ago
$586M
Occurred
Dec 13, 2019
Control person left
Mary Louise Taylor (Executive Vice President/Director) no longer on Schedule A of Stonebridge Wealth Management (listed 2012-07-09, absent 2019-12-13)
Form ADVobserved 5 days ago
Occurred
Dec 13, 2019
First Form ADV filing
Stonebridge Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f3ea5bc-a3aa-0b27-ca6b-3ae1b59f15cf
First observed: Mar 20, 2012
Last observed: Mar 14, 2023 42 months 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 WEALTH MANAGEMENT

STONEBRIDGE INVESTMENT COUNSEL, LLC, CRD 122477

NASHVILLE, TN

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:5f3ea5bc-a3aa-0b27-ca6b-3ae1b59f15cf

Data as of Mar 14, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARTIN, MITCHELL, STANLEY

PRESIDENT AND CEO

yes

05/2013

Mar 20, 2012

Mar 14, 2023

MARTIN, MITCHELL, STANLEY

PRESIDENT / MANAGING MEMBER / CCO

yes

02/2002

Mar 20, 2012

Mar 14, 2023

ONEASCENT FINANCIAL SERVICES LLC

Owner

yes

10/2022

Nov 1, 2022

Mar 14, 2023

STONEBRIDGE HOLDING, INC.

Owner

yes

05/2013

Mar 4, 2022

Mar 14, 2023

MARTIN, TYLER, OWEN

CHIEF OPERATING OFFICER

12/2018

Mar 2, 2021

Mar 14, 2023

MARTIN, TYLER, OWEN

CHIEF OPERATING OFFICER

12/2018

Mar 2, 2021

Mar 14, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ONEASCENT FINANCIAL SERVICES LLC

n/a

Independent wealth

$3.5B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 14, 2023

$155M

n/a

2021

Mar 4, 2022

$172M

$162M

n/a

2020

Mar 2, 2021

$140M

n/a

2019

Mar 11, 2020

$722M

n/a

2011

Mar 20, 2012

$51.8M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$155M

$172M

-9.9%

$722M

-40.2%