|
⚲
|
| Seven Hills Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 175280 |
| SEC # | 801-132550 |
| CIK # | |
| AUM | $113.4 M (2025-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 513-515-3135 |
| Address | 9380 Main Street, 4 Cincinnati, OH 45242 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 20.0 |
| (b) Individuals (high net worth individuals) | 52 | 93.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 113.4 |
| By Discretionary | ||
| Discretionary | 366 | 112.6 |
| Non-Discretionary | 1 | 0.8 |
| Total | 367 | 113.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.4 | |
| Total | 367 | 113.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sustainvest Asset Management LLC
✚
|
NJ | 0.1 |
|
Heximer Investment Management Inc
✚
|
OH | 0.1 |
|
Dougherty & Associates LLC
✚
|
FL | 0.1 |
|
Fifit LLC
✚
|
0.1 | |
|
Cantlon Financial Planning LLC
✚
|
0.1 | |
|
Unified Wealth Management LLC
✚
|
FL | 0.1 |
|
Investment Office Resources LLC
✚
|
MO | 0.1 |
|
E-Wealth Partners LLC
✚
|
MN | 0.1 |
|
Kissling Financial Services LLC
✚
|
PA | 0.1 |
|
Core Alpha Inc
✚
|
NY | 0.1 |