# Seven Hills Capital Advisors

> Seven Hills Capital Advisors is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 175280
- Filed as: SEVEN HILLS CAPITAL ADVISORS
- Legal name: Seven Hills Capital Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175280
- AdvisorCensus page: https://advisorcensus.com/firm/seven-hills-capital-advisors-cincinnati-oh-175280

## Quick answers

**How is Seven Hills Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Seven Hills Capital Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Seven Hills Capital Advisors charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it); Hourly rate: $175 an hour (comprehensive financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Seven Hills Capital Advisors located?**
Seven Hills Capital Advisors' principal office is in Cincinnati, OH, according to its Form ADV.

**Is Seven Hills Capital Advisors registered with the SEC or a state?**
Seven Hills Capital Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 175280.

**How much does Seven Hills Capital Advisors manage?**
Seven Hills Capital Advisors reports $129,999,761 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have Seven Hills Capital Advisors' assets and staff changed since 2025?**
In the Form ADV data for Seven Hills Capital Advisors: Regulatory assets under management: $113,366,292 in the October 2025 data and $129,999,761 in the October 2026 data, up 15%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Seven Hills Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (56); charitable organizations (1).

**Which custodians does Seven Hills Capital Advisors use?**
Seven Hills Capital Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Seven Hills Capital Advisors report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175280

**Does Seven Hills Capital Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 2, 2026 says: "We have a $500,000 minimum account opening balance. We reserve the right to accept lower amounts for special situations."

**What changed in Seven Hills Capital Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $113,366,292 to $129,999,761 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> The fees will generally range from .50% to 1.25% per annum of the clients’ assets under management, depending on the client’s needs, investment objectives, and degree of activity and oversight of the invested assets they require.

- Account minimum: $500,000

> We have a $500,000 minimum account opening balance. We reserve the right to accept lower amounts for special situations.

- Hourly rate: $175 an hour (comprehensive financial plan)

> Seven Hills Capital Advisors provides a comprehensive financial plan for an hourly fee of $175 or a fixed fee of $300 - $1250, which may be negotiable depending upon the nature and complexity of the client's circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $129,999,761
- Discretionary: $129,130,421
- Non-discretionary: $869,340

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $19,925,078 |
| High net worth individuals | 67 | $109,856,017 |
| Charitable organizations | 1 | $218,666 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175280

### Websites listed on Form ADV (Item 1.I)
- 7hca.com
- LinkedIn @JOSEPH-FONDACARO-JR-87931750

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $113,366,292 | 1 | March 27, 2025 |
| October 2026 | $129,999,761 | 1 | March 31, 2026 |

Regulatory assets under management: $113,366,292 in the October 2025 data and $129,999,761 in the October 2026 data, up 15%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $113,366,292 to $129,999,761 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seven Hills Capital Advisors (CRD 175280): Form ADV filing data as of October 2026.