Sevenbridge Financial Group, LLC

RIASEC RegisteredEst. 2015
Total AUM
$731M
Discretionary
$731M
100% of AUM
Avg account
$655K
Accounts
1,116
Employees
6
Advisory reps
4

Firm details

Headquarters
Harrisburg, Pennsylvania
CRD number
281037
Registered since
August 24, 2015
Website
sevenbridgefinancial.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI76.22%
  • Individuals19.56%
  • Corporations / Businesses1.56%
  • Charitable Organizations1.47%
  • Pension & Profit Sharing Plans1.18%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sevenbridge Financial Group, LLC is an independent, SEC-registered registered investment adviser formed in 2015 and organized as an LLC. The firm acts as a capital allocator for a client base concentrated on individuals and families, charging both percentage-of-AUM and fixed fees. Its advisory services emphasize financial planning and portfolio management across individual, small business and institutional clients, and the firm also provides pension consulting and the selection of third‑party advisers. Sevenbridge does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 6%, Private Funds 1%, Other 1%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents6%
  • Private Funds1%
  • Other1%

Owners & executives

3 of 3
  • Charles Eberly

    Charles Eberly

    Managing Partner, Chief Investment OfficerCRD 2279144

  • Justin Ferraccio

    Justin Ferraccio

    Chief Financial OfficerCRD 5572782

  • Porscha Savage

    Chief Compliance Officer & Director of OperationsCRD 6034090

Contacts

1 of 1
  • Evan Shiley

    Evan Shiley

    Senior Wealth AdvisorCRD 6949682

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 55

Active vs passive

$130M in ETFs

Passive

59%

$76.6M

Active

41%

$53.7M

ETFProviderStyleCategoryValueShares% of portfolio
APTUS DEFINED RISK ETF (DRSK) Aptus Capital AdvisorsActiveShort Term Bond$37.5M1,291,80028.77%
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Location

Primary office

Harrisburg, PA

Dauphin

Location

Harrisburg, PA

Headquartered in Harrisburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
Dauphin
Address
3401 N Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth