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, SEC-registered investment adviser organized as an LLC and registered in 2024. The firm serves both individual and family clients as well as some institutional relationships and describes itself as a capital allocator that selects third‑party managers. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is primarily a percentage of assets under management with the option for hourly billing. The firm does not characterize itself as an active ESG investor and is not a multi‑state adviser.