CRD: 281037
Sevenbridge Financial Group, LLC
$731.1M Total AUM
$731.1M Disc. AUM
-- 3Y CAGR
6 Employees
401 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-24-2015
- Office Locations
- 2
Office Locations
3401 North Front Street Suite 301 Harrisburg PA
5299 DTC Blvd Suite 610 Greenwood Village CO
About Sevenbridge Financial Group, LLC
Sevenbridge Financial Group is an RIA serving business owners and entrepreneurs with integrated wealth management, including financial planning, tax/estate and retirement planning, insurance, and portfolio construction/asset management. Portfolios are built primarily with ETFs and public funds within discretionary SMAs, with custody commonly at Schwab and Fidelity.
Team overview
61 AVG AGE
$243.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
5 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
CHARLES RONALD EBERLY JR
Managing Partner
- CRD
- #2279144
- Ownership
- Less than 5%
Available
Available
Available
JUSTIN FERRACCIO
Chief Financial Officer, Managing Partner, Wealth Advisor
- CRD
- #5572782
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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E
Evan Michael Shiley
Senior Wealth Advisor
- CRD
- #6949682
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $731,061,433 | $655,073 |
| Non-Discretionary | $0 | -- |
| Total | $731,061,433 | $655,073 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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