SEVENBRIDGE FINANCIAL GROUP, LLC

CRD 281037File 801-106522

APPROVED

Retail clients

Custody

Filing as of Feb 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$731.1M

Above cohort median (national)

Discretionary AUM

$731.1M

Clients

401

1,116 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 24, 2015
Principal office: 3401 NORTH FRONT STREET, SUITE 301, HARRISBURG, PA, 17110
Phone: (717) 775-8661
Website: HTTPS://WWW.FACEBOOK.COM/7BRIDGEFINANCIAL

Assets & accounts

ADV Item 5F

Total regulatory AUM: $731.1M
Discretionary AUM: $731.1M
Non-discretionary AUM: $0
Discretionary accounts: 1,116
Non-discretionary accounts: 0
Total accounts: 1,116
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$11.4M
Charitable organizations	Fewer than 5	$10.8M
High net worth individuals	139	$557.2M
Pension and profit sharing plans	Fewer than 5	$8.6M
Individuals (other than high net worth individuals)	262	$143.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.