# Seven Mile Advisory LLC

> Seven Mile Advisory LLC is an SEC-registered investment advisory firm in Tallahassee, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 324114
- Filed as: SEVEN MILE ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tallahassee, FL
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324114
- AdvisorCensus page: https://advisorcensus.com/firm/seven-mile-advisory-llc-tallahassee-fl-324114

## Quick answers

**How is Seven Mile Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Seven Mile Advisory LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Seven Mile Advisory LLC located?**
Seven Mile Advisory LLC's principal office is in Tallahassee, FL, according to its Form ADV; the May 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Seven Mile Advisory LLC registered with the SEC or a state?**
Seven Mile Advisory LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324114.

**How much does Seven Mile Advisory LLC manage?**
Seven Mile Advisory LLC reports $416,839,207 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Seven Mile Advisory LLC's assets and staff changed since 2023?**
In the Form ADV data for Seven Mile Advisory LLC: Regulatory assets under management: $310,565,829 in the October 2023 data and $416,839,207 in the October 2026 data, up 34%. Total employees: 4 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Seven Mile Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36).

**Which custodians does Seven Mile Advisory LLC use?**
Seven Mile Advisory 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 Mile Advisory 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/324114

**What changed in Seven Mile Advisory LLC's recent Form ADV filings?**
In the May 2026 filing data: Added an office in Foxborough, MA. Registered or notice-filed in MA.

## From the Form ADV filing

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

### 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: $416,839,207
- Discretionary: $416,839,207
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 36 | $416,839,207 |

### 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: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MA, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Boca Raton, FL
- Denver, CO
- Foxborough, MA
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [sevenmileadvisory.com](https://sevenmileadvisory.com)
- LinkedIn @SEVEN-MILE-ADVISORY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $310,565,829 | 4 | June 13, 2023 |
| October 2024 | $328,014,197 | 4 | March 20, 2024 |
| October 2025 | $382,234,059 | 4 | March 28, 2025 |
| October 2026 | $416,839,207 | 4 | April 1, 2026 |

Regulatory assets under management: $310,565,829 in the October 2023 data and $416,839,207 in the October 2026 data, up 34%.
Total employees: 4 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Added an office in Foxborough, MA.
- Registered or notice-filed in MA.

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Changed its office addresses in New York, NY.
- Added an office in Boca Raton, FL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seven Mile Advisory LLC (CRD 324114): Form ADV filing data as of October 2026.