Overview
Assets Under Management: $281 million
Headquarters: TALLAHASSEE, FL
High-Net-Worth Clients: 71
Average Client Assets: $2.4 million
Frequently Asked Questions
SEVEN HILLS FINANCIAL, LLC 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 #143190), SEVEN HILLS FINANCIAL, LLC is subject to fiduciary duty under federal law.
SEVEN HILLS FINANCIAL, LLC is headquartered in TALLAHASSEE, FL.
SEVEN HILLS FINANCIAL, LLC serves 71 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, SEVEN HILLS FINANCIAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SEVEN HILLS FINANCIAL, LLC manages $281 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, SEVEN HILLS FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.35%
Average Client Assets: $2.4 million
Total Client Accounts: 895
Discretionary Accounts: 895
Regulatory Filings
CRD Number: 143190
Filing ID: 2049613
Last Filing Date: 2026-03-20 17:49:26