SevenBridge Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
SevenBridge Financial Group reports 401 clients. They include 262 individual clients and 139 high-net-worth individuals. Of its assets, 100.0% ($731M across 1,116 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 20% |
| High-net-worth individuals | 35% | 76% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 262 | $143M | 19.6% | $546K |
| High-net-worth individuals | 139 | $557M | 76.2% | $4.01M |
| Pension and profit-sharing plans | Fewer than 5 | $8.64M | 1.2% | — |
| Charitable organizations | Fewer than 5 | $10.8M | 1.5% | — |
| Corporations and other businesses | Fewer than 5 | $11.4M | 1.6% | — |
| Total | 401 | $731M | 100% | — |
- Clients
- 262
- Regulatory AUM
- $143M
- AUM share
- 19.6%
- Avg. per client
- $546K
- Clients
- 139
- Regulatory AUM
- $557M
- AUM share
- 76.2%
- Avg. per client
- $4.01M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.64M
- AUM share
- 1.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $10.8M
- AUM share
- 1.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $11.4M
- AUM share
- 1.6%
- Avg. per client
- —
Total
- Clients
- 401
- Regulatory AUM
- $731M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
SevenBridge Financial Group charges 0.80%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-Alone Financial Planning
- Stand-alone financial planning is a fixed fee of $5,000 to $25,000, which may be negotiable depending on the nature and complexity of each client's circumstances.
Sevenbridge Financial Holdings, LLC owns 75% or more of SevenBridge Financial Group and is in turn owned by 7b Holdings, LLC (75% or more). The leadership team of SevenBridge Financial Group includes Chief Investment Officer Charles Eberly, Chief Financial Officer Justin Ferraccio and Chief Compliance Officer Porscha Savage. It has 6 employees, 3 of them in advisory roles.
Leadership
- Justin FerraccioManaging Partner, Chief Financial Officer
- Porscha SavageChief Compliance Officer
Charles EberlyManaging Partner, Chief Investment Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Sevenbridge Financial Group, LLC
Sevenbridge Financial Holdings, LLC
Control person · since October 2018
- Owns 75% or more of Sevenbridge Financial Holdings, LLC
7b Holdings, LLC
Control person · since October 2018
- Owns 50% to 75% of 7b Holdings, LLC
Charles Eberly
Control person · since October 2018
- Owns 25% to 50% of 7b Holdings, LLC
Justin Ferraccio
Control person · since February 2025
SevenBridge Financial Group’s regulatory assets grew 1.9× from $378M (February 2021) to $731M (September 2026); clients rose from 346 to 401 and employees fell from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $731M | 401 | 6 | 2 |
| April 2025 | $633M | 510 | 5 | 2 |
| July 2024 | $552M | 392 | 6 | 2 |
| July 2023 | $444M | 386 | 5 | 2 |
| March 2022 | $475M | 356 | 5 | 2 |
| February 2021 | $378M | 346 | 7 | 2 |
Besides its headquarters, SevenBridge Financial Group has 1 office, with 2 listed addresses in Colorado and Pennsylvania.
Colorado · 1 listed address
- 5299 DTC BLVD, Greenwood Village
Pennsylvania · 1 listed address
- 3401 North Front Street, Suite 301, HarrisburgHQ
Contact and registration details
- Legal name
- Sevenbridge Financial Group, LLC
- Headquarters
- 3401 North Front Street, Suite 301, Harrisburg, PA 17110
- Website
- sevenbridgefinancial.com
- Phone
- 717-775-8661
- @6607444
- SEC file
- 801-106522
- Founded
- 2015
- Structure
- Delaware LLC
- Fiscal year end
- December
SevenBridge Financial Group uses Charles Schwab ($496M, 69%) and Fidelity ($221M, 31%) as custodians for its separately managed accounts. SevenBridge Financial Group has custody of $203M in client assets for 34 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $496M69%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $221M31%
At year end, SevenBridge Financial Group’s separately managed accounts were mostly in stocks (67%) and funds (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $680M across 212 positions; the largest are ETF Ser Solutions (5.5%), Apple Inc. (4.9%) and Alphabet Inc. (3.9%).
What the accounts hold
- Stocks67%
- Funds26%
- Registered funds25%
- Pooled vehicles1%
- Cash6%
- Other1%
- Annuities1%
Reported 13F holdings
- $680M
- Reported 13F value
- 212
- Positions
- 31.4%
- In the 10 largest
- +6.3%
- Value vs. prior quarter
- ETF Ser Solutions · Aptus Defined5.5%
- Apple Inc.4.9%
- Alphabet Inc. · Cap Stk CL A3.9%
- Microsoft Corp.3.5%
- Nvidia Corporation3.1%
- Amazon Com Inc.2.8%
- JPMORGAN Chase & CO2.1%
- Taiwan Semiconductor Manufac · Sponsored ADS2.1%
- Applied Matls Inc.1.8%
- Johnson & Johnson1.7%
Together, the ten largest are 31.4% of reported value.
How many clients does SevenBridge Financial Group have?
SevenBridge Financial Group has 401 clients and manages $731 million for them, as of September 2026. They include 262 individual clients and 139 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does SevenBridge Financial Group offer?
SevenBridge Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does SevenBridge Financial Group charge?
SevenBridge Financial Group charges 0.80%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Which custodians does SevenBridge Financial Group use?
SevenBridge Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $496M and Fidelity Brokerage Services LLC (Smithfield, RI), with $221M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does SevenBridge Financial Group have?
SevenBridge Financial Group has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SevenBridge Financial Group invest in?
At the end of its last fiscal year, SevenBridge Financial Group’s separately managed accounts held 67% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SevenBridge Financial Group?
SevenBridge Financial Group is owned through a chain of holding companies by Charles Eberly and Justin Ferraccio. Its direct owner is Sevenbridge Financial Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does SevenBridge Financial Group get paid?
SevenBridge Financial Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is SevenBridge Financial Group registered with the SEC?
Yes, SevenBridge Financial Group has been registered with the SEC as an investment adviser since 24 August 2015. Its CRD number is 281037 and its SEC file number is 801-106522.
Source: Form ADV Part 1A, Item 1, filed 14 September 2026; IAPD firm record
How do I contact SevenBridge Financial Group?
SevenBridge Financial Group’s main office is at 3401 North Front Street, Suite 301, Harrisburg, PA 17110. Its phone number is 717-775-8661. Its website is sevenbridgefinancial.com.