Charles Eberly
Sevenbridge Financial Group · Greenwood Village, Colorado
Charles Eberly is a fee-only financial advisor at Sevenbridge Financial Group in Greenwood Village, Colorado. Sevenbridge Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sevenbridge Financial Group |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $731.1M across 1,116 accounts |
| SEC registration | Investment adviser representative in CO, PA, TX · CRD 2279144 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | sevenbridgefinancial.com |
How Charles's firm compares
- Sevenbridge Financial Group's average account is about $655,000, from its Form ADV (assets managed divided by 1,116 accounts).
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Questions about Charles
Is Charles Eberly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Sevenbridge Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Sevenbridge Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Eberly based?
Charles Eberly is based in Greenwood Village, Colorado.
Is Charles Eberly registered with the SEC?
Yes. Charles Eberly is registered as an investment adviser representative in CO, PA and TX (CRD 2279144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Sevenbridge Financial Group manage?
Sevenbridge Financial Group reports $731.1M across 1,116 accounts in assets under management.
How do I contact Charles Eberly?
Through Charles's website, sevenbridgefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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