SourcingSourcing

SEVENBRIDGE FINANCIAL GROUP, LLC

C47
CRD 281037·SEC 801-106522·HARRISBURG, PA
AUM
$731.1M
$500M-$1B
Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEVENBRIDGE FINANCIAL GROUP, LLC
CRD
281037
SEC file #
801-106522
EIN
474901944
DBA names
—

Economics

AUM
$731.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$256.4M → $731.1M▲ +185%
Client mix
Individuals Other262
Individuals High Net Worth139

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
HARRISBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
facebook.com/7bridgefinancial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SEVENBRIDGE FINANCIAL HOLDINGS,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
SEVENBRIDGE FINANCIAL HOLDINGS,
EBERLY, CHARLES, RONALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sevenbridge.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
62,483
Form 5500 Compensation Trajectory 3y
202562,483
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
62,483
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001673954
Edgar Registered
Yes
Edgar Filing Count
46
Edgar First Filing Date
2016-06-27
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
43
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001951757-26-000718

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
3401 NORTH FRONT STREETSUITE 301HARRISBURG, PA 17110
Business
3401 NORTH FRONT STREETSUITE 301HARRISBURG, PA 17110
Edgar EIN
474901944
Edgar Recent Filings
13F-HR2026-04-23 · 0001951757-26-000718
13F-HR2026-02-02 · 0001951757-26-000336
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
FERRACCIO, JUSTIN
IAR · Executive Officer · 2.5%
5572782
EBERLY, CHARLES, RONALD
IAR · Executive Officer · 2.5%
2279144
SAVAGE, PORSCHA, WILLIAMS
Executive Officer · 2.5%
6034090
Evan Michael Shiley
IAR
6949682