Sevenbridge Financial Group, LLC
● SEC registered since 2015CRD 281037SEC# 801-106522Harrisburg, PA
Reg. AUM
$731.1M
Employees
6
Accounts
1,116
Location
Harrisburg, PA
Sevenbridge Financial Group, LLC assets under management
Sevenbridge Financial Group, LLC is an investment advisory firm registered with the SEC based in Harrisburg, PA. The firm has been registered since 2015. It reports $731.1 million in regulatory assets under management and employs 6 people.
Sevenbridge Financial Group, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Ronald Eberly Control | Managing Partner, Chief Investment Officer | Under 5% | 2015 |
| Justin Ferraccio Control | Managing Partner, Chief Financial Officer | Under 5% | 2025 |
| Porscha Williams Savage Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Sevenbridge Financial Group, LLC manage?
Sevenbridge Financial Group, LLC reports $731.1 million in regulatory assets under management on its Form ADV.
How many employees does Sevenbridge Financial Group, LLC have?
Sevenbridge Financial Group, LLC reports 6 employees.
Where is Sevenbridge Financial Group, LLC located?
Sevenbridge Financial Group, LLC is based in Harrisburg, PA and has been SEC-registered since 2015.
Does Sevenbridge Financial Group, LLC disclose fund performance?
Sevenbridge Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3401 North Front Street, Suite 301, Harrisburg, PA 17110 |
| Phone | (717) 775-8661 |
| Fax | (717) 775-8658 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1673954 |
| Discloses disciplinary history | No |
Regulatory AUM
$731.1M▲ 32%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$731.1Mregulatory AUM
Discretionary $731.1M