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| Keyboard |
| Seven Hills Capital Advisors LLC
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|---|---|
| CRD # | 175280 |
| SEC # | 801-132550 |
| CIK # | |
| AUM | 130.0 M (2026-03-31) |
| 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) | 56 | 19.9 |
| (b) Individuals (high net worth individuals) | 67 | 109.9 |
| (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 | 361 | 130.0 |
| By Discretionary | ||
| Discretionary | 360 | 129.1 |
| Non-Discretionary | 1 | 0.9 |
| Total | 361 | 130.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 129.9 | |
| Total | 361 | 130.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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✚
|
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Montgomery Capital Advisors LLC
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|
Wheels UP Wealth Inc
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|
Navigo Wealth Management LLC
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|
Safe Harbor Fiduciary LLC
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|
Catalyst Investment Management LLC
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|
Financial Network Specialists LLC
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129.8 M | |
|
Pebble Valley Holdings Inc
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|
IL | 129.5 M |
|
Intrinsic Investors LLC
✚
|
WI | 129.4 M |
|
CGI Wealth Advisors Inc
✚
|
PA | 129.4 M |