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 registered investment adviser organized as an LLC and SEC-registered since 2015. The firm focuses on serving individual and family clients and operates as a capital allocator that both manages portfolios and selects outside managers. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

  • Porscha Savage

    Chief Compliance Officer & Director of OperationsCRD 6034090

  • Charles Eberly

    Charles Eberly

    Managing Partner, Chief Investment OfficerCRD 2279144

  • Justin Ferraccio

    Justin Ferraccio

    Chief Financial OfficerCRD 5572782

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