# SEVENBRIDGE FINANCIAL GROUP, LLC

SEVENBRIDGE FINANCIAL GROUP, LLC of HARRISBURG, PA is an SEC-registered investment adviser.

## Registration

- CRD: 281037
- Type: SEC-registered investment adviser
- SEC file number: 801-106522
- Location: 3401 NORTH FRONT STREET, SUITE 301, HARRISBURG, PA, 17110
- Phone: (717) 775-8661
- Latest filing: 2026-02-26
- Regulatory AUM: $731.1M
- Discretionary AUM: $731.1M
- Clients: 6
- Accounts: 1,116

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Charles Ronald Eberly | MANAGING MEMBER; MANAGING PARTNER; MANAGING PARTNER, CHIEF INVESTMENT OFFICER | — |
| Porscha Williams Savage | CHIEF COMPLIANCE OFFICER | — |
| Justin Ferraccio | MANAGING MEMBER; MANAGING PARTNER, CHIEF FINANCIAL OFFICER | — |
| Lawrence John Defluri | MANAGING MEMBER; MANAGING PARTNER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| DEFLURI LAWRENCE JOHN | MANAGING MEMBER; MANAGING PARTNER; MEMBER | — |
| EBERLY CHARLES RONALD | CHIEF COMPLIANCE OFFICER AND MEMBER; MANAGING MEMBER; MANAGING PARTNER (+2 more) | — |
| MCCONAHY MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| SAVAGE PORSCHA WILLIAMS | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| GREENWOOD VILLAGE | CO | 2 | (888) 709-9077 |
| GREENWOOD VILLAGE | CO | 2 | (888) 709-9077 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281037/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281037/similar
- Related entities: https://search.stillhousedata.com/firm/281037/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281037

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.