Seven Springs Wealth Group
Firm details
- Headquarters
- Brentwood, Tennessee
- CRD number
- 127411
- Registered since
- September 2, 2005
- Website
- sevenspringswealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.16%
- Pension & Profit Sharing Plans10.86%
- Individuals5.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Seven Springs Wealth Group is a privately held limited liability company operating as an independent registered investment adviser. The firm has been SEC-registered since 2005 and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection; the firm also conducts insurance brokerage. Compensation is mixed across asset-based fees, hourly charges and fixed fees. Seven Springs describes itself as a capital allocator, placing client capital with third-party managers as part of its investment approach. The firm does not report being an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities39%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Owners & executives
1 of 1Karlie Burkhalter
Partner & Chief Operating OfficerCRD 5919170
Contacts
3 of 8
Jeremy Hutzel
PresidentCRD 5527843
Andrew Michael
Portfolio ManagerCRD 6512895
Hunter Anderson
Portfolio Operations AssociateCRD 7377571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$389M in ETFs
94%
$365M
4%
$24.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $89.7M | 1,183,767 | 23.05% |
Location
Brentwood, TN
Williamson
Location
Brentwood, TN
Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 200 Powell Pl
- Time zone
- CT (UTC-6)
- Office locations
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