TALLAHASSEE, FLCRD 143190Latest ADV March 20, 2026
Seven Hills Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tallahassee, FL. Its latest Form ADV filing, dated March 20, 2026, reports $281M in regulatory assets under management, 5 employees, and 895 accounts.
Assets Under Management
$281M
Employees
5
Offices
--
Total Clients
382
Primary office
TALLAHASSEE, FL
410 EAST 6TH AVENUE, TALLAHASSEE, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.2% of total clients.
Top client categories% of clientsClients
1
Individuals
81.2%
310
2
HNWI
18.6%
71
3
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$281Mas of March 20, 2026
Discretionary100.0%
$281M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$281M
Total Accounts895
10Y AUM Change+$172M (+157.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee76:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.