SALT LAKE CITY, UTCRD 290334Latest ADV March 30, 2026
Seven Canyons Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 30, 2026, reports $90M in regulatory assets under management, 6 employees, and 5 accounts.
Assets Under Management
$90M
Employees
6
Offices
--
Total Clients
<5
Primary office
SALT LAKE CITY, UT
22 EAST 100 SOUTH, 4TH FLOOR, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
2
2
Pooled Investment Vehicles
50.0%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$90Mas of March 30, 2026
Discretionary98.1%
$88M
98% of total RAUM98.1%
Non-discretionary1.9%
$2M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$90M
Total Accounts5
10Y AUM Change+$86M (+2150.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee1:1
10Y Employee Change+3 (+100.0%)
* 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.