Sevensuede Investment Advisor
Firm details
- Headquarters
- ,
- CRD number
- 298115
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals76.92%
- HNWI23.08%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Sevensuede Investment Advisor is an independent, individual-owned limited liability RIA that serves private individuals and families. The firm operates as a capital allocator and positions itself to construct portfolios through a mix of internally managed exposures and selections of third-party managers rather than running a large in-house product platform. Fee arrangements include a percentage of assets under management alongside other fee types. Sevensuede reports advisory activity that centers on the selection of other advisers, which suggests it outsources some specialized strategies to external managers or places clients into pooled funds. The firm does not identify as an active ESG investor, is not described as a multi-state adviser, and is not flagged as a pension consultant or related adviser. SEC registration year is not specified in the available data.
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
- Exchange Traded Equities80%
- Investment Grade Corp Bonds20%
Contacts
3 of 3
Derek Hargrove
Loan OfficerCRD 8252833
Trennon Udall
Administrative ManagerCRD 7492056
Katelyn Sirrine
PresidentCRD 6988253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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