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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Seven Hills Financial LLC
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| CRD # | 143190 |
| SEC # | 801-129414 |
| CIK # | |
| AUM | $149.1 M (2025-02-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 850-219-6699 |
| Address | 410 East 6th Avenue Tallahassee, FL 32303 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 76.5 |
| (b) Individuals (high net worth individuals) | 32 | 72.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 594 | 149.1 |
| By Discretionary | ||
| Discretionary | 594 | 149.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 594 | 149.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.1 | |
| Total | 594 | 149.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RPM Advisors LLC
✚
|
ND | 0.1 |
|
Storgate LLC
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0.1 | |
|
Palacios Wealth Management LLC
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FL | 0.1 |
|
RLB Financial LLC
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MO | 0.1 |
|
Fithian LLC
✚
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NY | 0.1 |
|
Catalyst Wealth Advisors LLC
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CA | 0.1 |
|
Neuenschwander Asset Management LLC
✚
|
WI | 0.1 |
|
Servo Wealth Management LLC
✚
|
OK | 0.1 |
|
Atmos Advisory LLC
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|
PA | 0.1 |
|
Wolfstich Capital LLC
✚
|
MA | 0.1 |