# 7 Streets Financial, LLC

> 7 Streets Financial, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2024.

- CRD: 282577
- Filed as: 7 STREETS FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282577
- AdvisorCensus page: https://advisorcensus.com/firm/7-streets-financial-llc-san-diego-ca-282577

## Quick answers

**How is 7 Streets Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 7 Streets Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is 7 Streets Financial, LLC located?**
7 Streets Financial, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is 7 Streets Financial, LLC registered with the SEC or a state?**
7 Streets Financial, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 282577.

**How much does 7 Streets Financial, LLC manage?**
7 Streets Financial, LLC reports $88,400,000 in regulatory assets under management in its Form ADV filing dated March 27, 2024 (100% discretionary).

**How have 7 Streets Financial, LLC's assets and staff changed since 2021?**
In the Form ADV data for 7 Streets Financial, LLC: Regulatory assets under management: $115,000,000 in the October 2021 data and $88,400,000 in the October 2026 data, down 23%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 7 Streets Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (240); high net worth individuals (30).

**Does 7 Streets Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282577

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $88,400,000
- Discretionary: $88,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 240 | $63,400,000 |
| High net worth individuals | 30 | $25,000,000 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 7sts.com
- Facebook @7stsfinancial
- LinkedIn @7-streets-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $115,000,000 | 5 | March 1, 2021 |
| October 2022 | $100,000,000 | 5 | March 10, 2022 |
| October 2023 | $92,000,000 | 5 | March 31, 2023 |
| October 2024 | $88,400,000 | 5 | March 27, 2024 |
| October 2025 | $88,400,000 | 5 | March 27, 2024 |
| October 2026 | $88,400,000 | 5 | March 27, 2024 |

Regulatory assets under management: $115,000,000 in the October 2021 data and $88,400,000 in the October 2026 data, down 23%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 7 Streets Financial, LLC (CRD 282577): Form ADV filing data as of October 2026.