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SEVENBRIDGE FINANCIAL GROUP, LLC

HARRISBURG, PA · CRD 281037 · IAPD ↗ · (717) 775-8661

$731.1MRegulatory AUM
3Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
March 2026 — SEVENBRIDGE FINANCIAL GROUP, LLC now reports custody of client assets ($203.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2024 — SEVENBRIDGE FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($444.1M -> $552.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.