Seven Mile Advisory LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Seven Mile Advisory LLC
CRD #324114
SEC #801-127330
CIK #0001987932
AUM 416.8 M (2026-04-01)
Employees 4 (100% Investors, 0% Brokers)
Fees
Minimum
Phone212-365-5562
Address1201 Hays Street
Tallahassee, FL 32301-2525
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
4503602701809002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 16.4
Apple Inc 6.6
Amazon Com Inc 4.5
Microsoft Corp 4.4
Alphabet Inc 3.8
Alphabet Inc 3.2
Facebook Inc 2.6
Broadcom Inc 1.8
J P Morgan Chase & Co 1.8
Wal Mart Stores Inc 1.6
View All
Holdings by Sector ($M)
70056042028014002022202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 36 416.8
(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 0 0.0
(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 320 416.8
By Discretionary
Discretionary 320 416.8
Non-Discretionary 0 0.0
Total 320 416.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 416.8
Total 320 416.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001987932]
Firm Profile (Form ADV)
Clients10
ServesInstitutional, Retail
Comparable Firms State AUM
Mauney-Pitt Financial Management Inc
NC 418.0 M
Quantum Private Wealth LLC
FL 418.0 M
Flatrock Wealth Partners LLC
CA 417.6 M
Coquina Private Wealth LLC
FL 417.6 M
Jupiter Wealth Management LLC
CO 416.8 M
Strategic Asset Management Group Advisors Inc
FL 416.5 M
Market Investment Group LLC
KS 416.4 M
Highview Capital Management LLC
IL 416.3 M
Jeffrey N Mehler CFP LLC
CT 416.2 M
Capstone Wealth Management LLC
AL 416.1 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com