Sevensuede Investment Advisor
RIAState 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
FINTRXOverview
Sevensuede Investment Advisor is an independent, Arizona-registered limited liability company that serves individual and family clients. The firm operates as a capital allocator and focuses on selecting third‑party advisers rather than running a large lineup of proprietary strategies. Its fee model includes a percentage of assets under management along with other fee arrangements. Sevensuede is not positioned as an ESG investor, is not a multi‑state adviser, and does not identify as a pension consultant or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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