# Seven Hills Financial, LLC

> Seven Hills Financial, LLC is an SEC-registered investment advisory firm in Tallahassee, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 143190
- Filed as: SEVEN HILLS FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tallahassee, FL
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143190
- AdvisorCensus page: https://advisorcensus.com/firm/seven-hills-financial-llc-tallahassee-fl-143190

## Quick answers

**How is Seven Hills Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Seven Hills Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Seven Hills Financial, LLC located?**
Seven Hills Financial, LLC's principal office is in Tallahassee, FL, according to its Form ADV.

**Is Seven Hills Financial, LLC registered with the SEC or a state?**
Seven Hills Financial, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 143190.

**How much does Seven Hills Financial, LLC manage?**
Seven Hills Financial, LLC reports $280,921,678 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**How have Seven Hills Financial, LLC's assets and staff changed since 2024?**
In the Form ADV data for Seven Hills Financial, LLC: Regulatory assets under management: $106,683,153 in the October 2024 data and $280,921,678 in the October 2026 data, up 163%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Seven Hills Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (310); high net worth individuals (71); charitable organizations (1).

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

**Does Seven Hills 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/143190

**What changed in Seven Hills Financial, LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $280,921,678
- Discretionary: $280,921,678
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 310 | $108,211,061 |
| High net worth individuals | 71 | $172,341,866 |
| Charitable organizations | 1 | $368,751 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sevenhillsfinancial.com
- Facebook @seven-hills-financial-llc
- Instagram @sevenhillsfinancial
- LinkedIn @seven-hills-financial-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $106,683,153 | 4 | March 26, 2024 |
| October 2025 | $149,105,232 | 4 | February 20, 2025 |
| October 2026 | $280,921,678 | 5 | August 7, 2026 |

Regulatory assets under management: $106,683,153 in the October 2024 data and $280,921,678 in the October 2026 data, up 163%.
Total employees: 4 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $149,105,232 to $280,921,678 (+88%).

### December 2025
- Registered or notice-filed in NC, NH, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seven Hills Financial, LLC (CRD 143190): Form ADV filing data as of October 2026.