Overview
Assets Under Management: $130 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 67
Average Client Assets: $1.6 million
Frequently Asked Questions
SEVEN HILLS CAPITAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #175280), SEVEN HILLS CAPITAL ADVISORS is subject to fiduciary duty under federal law.
SEVEN HILLS CAPITAL ADVISORS is headquartered in CINCINNATI, OH.
SEVEN HILLS CAPITAL ADVISORS serves 67 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, SEVEN HILLS CAPITAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
SEVEN HILLS CAPITAL ADVISORS manages $130 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, SEVEN HILLS CAPITAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.50%
Average Client Assets: $1.6 million
Total Client Accounts: 361
Discretionary Accounts: 360
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 175280
Filing ID: 2090046
Last Filing Date: 2026-03-31 17:28:29