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SevenBridge Financial Group have?","answer":"SevenBridge Financial Group has 401 clients and manages $731 million for them, as of September 2026. 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The fee is billed in advance and is negotiable.","source":"SEVENBRIDGE FORM ADV2A (\"DISCLOSURE BROCHURE\") AND FORM ADV2B (\"BROCHURE SUPPLEMENTS\"), filed 14 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does SevenBridge Financial Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SevenBridge Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SevenBridge Financial Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SevenBridge Financial Group?","answer":"SevenBridge Financial Group is owned through a chain of holding companies by Charles Eberly and Justin Ferraccio. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}