{
  "crd_number": 281037,
  "slug": "sevenbridge-financial-group-llc-harrisburg-pa-281037",
  "primary_business_name": "SEVENBRIDGE FINANCIAL GROUP, LLC",
  "legal_name": "SEVENBRIDGE FINANCIAL GROUP, LLC",
  "dbas": [],
  "city": "Harrisburg",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "25420",
  "metro": {
    "cbsa_code": "25420",
    "common_name": "Harrisburg",
    "msa_name": "Harrisburg-Carlisle, PA",
    "path": "/advisors/pa/harrisburg"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-08-24",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 731061433.0,
  "raum_discretionary": 731061433.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 10759702.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 143006990.0,
      "count": 262
    },
    "pension_profit_sharing": {
      "raum": 8635571.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 557237921.0,
      "count": 139
    },
    "corporations_other_businesses": {
      "raum": 11421249.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "MD",
    "NC",
    "NJ",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/7BRIDGEFINANCIAL",
    "https://linkedin.com/COMPANY/6607444",
    "https://sevenbridgefinancial.com",
    "https://youtube.com/channel/UC0fhoVs_5RhHhSdTFNzCsHA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281037",
  "city_as_filed": "HARRISBURG",
  "url": "https://advisorcensus.com/firm/sevenbridge-financial-group-llc-harrisburg-pa-281037",
  "display_name": "Sevenbridge Financial Group, LLC",
  "summary": "Sevenbridge Financial Group, LLC is an SEC-registered investment advisory firm in Harrisburg, PA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. Sevenbridge Financial Group, LLC (CRD 281037): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Sevenbridge Financial Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sevenbridge Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Sevenbridge Financial Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $5,000 to $25,000 (stand-alone financial planning services); Flat fee: up to $150,000 (business consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sevenbridge Financial Group, LLC located?",
      "a": "Sevenbridge Financial Group, LLC's principal office is in Harrisburg, PA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sevenbridge Financial Group, LLC registered with the SEC or a state?",
      "a": "Sevenbridge Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281037."
    },
    {
      "q": "How much does Sevenbridge Financial Group, LLC manage?",
      "a": "Sevenbridge Financial Group, LLC reports $731,061,433 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sevenbridge Financial Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sevenbridge Financial Group, LLC: Regulatory assets under management: $378,275,000 in the October 2021 data and $731,061,433 in the October 2026 data, up 93%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sevenbridge Financial Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (262); high net worth individuals (139)."
    },
    {
      "q": "Which custodians does Sevenbridge Financial Group, LLC use?",
      "a": "Sevenbridge Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sevenbridge Financial Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281037"
    },
    {
      "q": "Does Sevenbridge Financial Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 says: \"SevenBridge generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Sevenbridge Financial Group, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $633,441,344 to $731,061,433 (+15%). Added an office in Greenwood Village, CO. No longer lists an office in Denver, CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 378275000.0,
      "total_employees": 7,
      "filing_date": "2021-09-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 475000000.0,
      "total_employees": 5,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 444150000.0,
      "total_employees": 5,
      "filing_date": "2023-07-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 552209000.0,
      "total_employees": 6,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 633441344.0,
      "total_employees": 5,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 731061433.0,
      "total_employees": 6,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $633,441,344 to $731,061,433 (+15%).",
        "Added an office in Greenwood Village, CO.",
        "No longer lists an office in Denver, CO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $5,000 to $25,000 (stand-alone financial planning services)",
      "Flat fee: up to $150,000 (business consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "SevenBridge generally does not impose a minimum relationship size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $25,000 (stand-alone financial planning services)"
        ],
        "quotes": [
          "SevenBridge offers stand-alone financial planning services for a fixed fee ranging from $5,000 to $25,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $150,000 (business consulting services)"
        ],
        "quotes": [
          "SevenBridge offers business consulting services for a fixed fee ranging up to $150,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "stand-alone financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 150000.0,
          "period": "one_time",
          "service": "business consulting services"
        }
      ]
    },
    "quotes": [
      "SevenBridge generally does not impose a minimum relationship size.",
      "SevenBridge offers stand-alone financial planning services for a fixed fee ranging from $5,000 to $25,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.",
      "SevenBridge offers business consulting services for a fixed fee ranging up to $150,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sevenbridge-financial-group-llc-harrisburg-pa-281037.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 262,
      "fewer_than_5": false,
      "raum": 143006990.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 139,
      "fewer_than_5": false,
      "raum": 557237921.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 8635571.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 10759702.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 11421249.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281037",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}