SEVEN HILLS FINANCIAL, LLC

RIASEC RegisteredEst. 2024

Total AUM

$281M

Discretionary

$281M

100% of AUM

Avg account

$314K

Accounts

895

Employees

Advisory reps

Firm details

Headquarters: TALLAHASSEE, Florida
CRD number: 143190
Registered since: January 22, 2024
Website: sevenhillsfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI61.35%
Individuals38.52%
Charitable Organizations0.13%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Seven Hills Financial, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (2024) and positions itself as a capital allocator that serves both individual/family clients and institutional investors. Its advisory services emphasize comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of outside managers or advisers on behalf of clients. Fees are charged primarily as a percentage of assets under management, with the option of hourly billing for certain engagements. Seven Hills does not identify as an active ESG investor and is not flagged as a multistate adviser or pension consultant.