Sevensuede Investment Advisor

RIASEC Registered
Total AUM
$13M
Discretionary
$13M
100% of AUM
Avg account
$100K
Accounts
130
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 20%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds20%

Contacts

3 of 3
  • Derek Hargrove

    Derek Hargrove

    Loan OfficerCRD 8252833

  • Trennon Udall

    Trennon Udall

    Administrative ManagerCRD 7492056

  • Katelyn Sirrine

    PresidentCRD 6988253

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth