Sevenbridge Financial Group, Llc
- Regulatory AUM
- $731M
- Discretionary
- $731M
- Clients
- 401
- Avg AUM / client
- $1.8M
- Accounts
- 1,116
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 26, 2026
Investments (13F portfolio — 202 positions, $639,714,225)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Etf Ser Solutions | APTUS DEFINED | $35,409,304 | 1,235,065 | 5.54% | 4.84% |
| 2 | Apple Inc | COM | $29,706,204 | 108,746 | 4.64% | 4.06% |
| 3 | Alphabet Inc | CAP STK CL A | $26,275,033 | 77,434 | 4.11% | 3.59% |
| 4 | Microsoft Corp | COM | $20,514,562 | 47,386 | 3.21% | 2.81% |
| 5 | Nvidia Corporation | COM | $18,615,780 | 91,930 | 2.91% | 2.55% |
| 6 | Amazon Com Inc | COM | $17,374,617 | 68,040 | 2.72% | 2.38% |
| 7 | Taiwan Semiconductor Manufac | SPONSORED ADS | $13,323,014 | 34,387 | 2.08% | 1.82% |
| 8 | Jpmorgan Chase & Co | COM | $12,556,942 | 40,115 | 1.96% | 1.72% |
| 9 | Meta Platforms Inc | CL A | $11,372,536 | 16,855 | 1.78% | 1.56% |
| 10 | Walmart Inc | COM | $10,123,675 | 77,886 | 1.58% | 1.38% |
| 11 | Caterpillar Inc | COM | $10,026,435 | 12,396 | 1.57% | 1.37% |
| 12 | Applied Matls Inc | COM | $9,974,209 | 24,720 | 1.56% | 1.36% |
| 13 | Johnson & Johnson | COM | $9,847,184 | 43,552 | 1.54% | 1.35% |
| 14 | Exxon Mobil Corp | COM | $9,009,678 | 60,265 | 1.41% | 1.23% |
| 15 | Goldman Sachs Group Inc | COM | $8,936,433 | 9,559 | 1.4% | 1.22% |
| 16 | Morgan Stanley | COM NEW | $8,532,424 | 44,661 | 1.33% | 1.17% |
| 17 | Etf Ser Solutions | APTUS ENHANCED | $8,442,748 | 379,279 | 1.32% | 1.15% |
| 18 | Eli Lilly & Co | COM | $8,251,226 | 8,954 | 1.29% | 1.13% |
| 19 | Schwab Strategic Tr | US DIVIDEND EQ | $7,898,693 | 254,714 | 1.23% | 1.08% |
| 20 | Quanta Svcs Inc | COM | $7,597,605 | 12,378 | 1.19% | 1.04% |
| 21 | Cummins Inc | COM | $7,549,924 | 11,811 | 1.18% | 1.03% |
| 22 | Pnc Finl Svcs Group Inc | COM | $7,214,944 | 32,058 | 1.13% | 0.99% |
| 23 | Ab Active Etfs Inc | TAX AWARE SHRT | $7,009,268 | 277,815 | 1.1% | 0.96% |
| 24 | Bny Mellon Etf Trust | CORE BOND ETF | $6,889,951 | 163,114 | 1.08% | 0.94% |
| 25 | Ishares Tr | 1 3 YR TREAS BD | $6,531,566 | 79,151 | 1.02% | 0.89% |
Top 25 of 202 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 262 | $143M | 19.6% |
| High net worth individuals | 139 | $557M | 76.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.6M | 1.18% |
| Charitable organizations | Fewer than 5 clients | $10.8M | 1.47% |
| Corporations and other businesses | Fewer than 5 clients | $11.4M | 1.56% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Ronald Eberly | Managing Partner | Aug 2015 (11y) | ≈ 28.13% – 75% via 7 B Holdings, Llc | |
| Defluri, Lawrence, John | Managing Partner | Aug 2015 (11y) | ≈ 28.13% – 75% via 7 B Holdings, Llc | |
| Savage, Porscha, Williams | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Justin Ferraccio | Registered representative | Jun 2021 (5y) | ||
| Evan Michael Shiley | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sevenbridge Financial Holdings, Llc | Holding Company | Oct 2018 | A | 75% or more |
| 7 B Holdings, Llc | Managing Member | Oct 2018 | B | ≈ 56.25% – 100% via Sevenbridge Financial Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Charles Ronald Eberly: 50% – 75% of 7 B Holdings, Llc × 75% – 100% of Sevenbridge Financial Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Defluri, Lawrence, John: 50% – 75% of 7 B Holdings, Llc × 75% – 100% of Sevenbridge Financial Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- 7 B Holdings, Llc: 75% – 100% of Sevenbridge Financial Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 953 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $496M (68% of AUM) Feb 2026
- Fidelity Brokerage Services $221M (30% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗