HARRISBURG, PACRD 281037Latest ADV February 26, 2026
Sevenbridge Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Harrisburg, PA. Its latest Form ADV filing, dated February 26, 2026, reports $731M in regulatory assets under management, 6 employees, 1 office, and 1,116 accounts.
Assets Under Management
$731M
Employees
6
Offices
1 office
Total Clients
401
Primary office
HARRISBURG, PA
3401 NORTH FRONT STREET, SUITE 301, HARRISBURG, PA, United States
Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
262
2
HNWI
34.7%
139
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$731Mas of February 26, 2026
Discretionary100.0%
$731M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$731M
Total Accounts1,116
10Y AUM Change+$519M (+245.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee67:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.