Firm profile

SEVEN MILE ADVISORY LLC

TALLAHASSEE, FLCRD 324114Latest ADV April 1, 2026

Seven Mile Advisory 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 April 1, 2026, reports $417M in regulatory assets under management, 4 employees, 4 offices, and 320 accounts.

Assets Under Management
$417M
Employees
4
Offices
4 offices
Total Clients
36
Primary office
TALLAHASSEE, FL
1201 HAYS STREET, TALLAHASSEE, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOPamela N. Perskie
CCOPamela N. Perskie

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
36

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$417Mas of April 1, 2026
Discretionary100.0%
$417M
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.

Total AUM$417M
Total Accounts320
10Y AUM Change+$417M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee9:1
10Y Employee Change+1 (+33.3%)

* 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.