{
  "crd_number": 127411,
  "slug": "seven-springs-wealth-group-brentwood-tn-127411",
  "primary_business_name": "SEVEN SPRINGS WEALTH GROUP",
  "legal_name": "SEVEN SPRINGS WEALTH GROUP, LLC",
  "dbas": [],
  "city": "Brentwood",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-09-02",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-06-01",
  "carried_forward": false,
  "raum_total": 1407611413.0,
  "raum_discretionary": 1206291284.0,
  "raum_non_discretionary": 201320129.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 15,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 84199555.0,
      "count": 183
    },
    "pension_profit_sharing": {
      "raum": 152811905.0,
      "count": 16
    },
    "high_net_worth_individuals": {
      "raum": 1170599953.0,
      "count": 201
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "KY",
    "MS",
    "NH",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/SevenSpringsWealth",
    "https://instagram.comsevenspringswealthgroup",
    "https://linkedin.com/company/sevenspringswealthgroupllc",
    "https://sevenspringswealth.com",
    "https://youtube.com/@sevenspringswealthgroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127411",
  "city_as_filed": "BRENTWOOD",
  "url": "https://advisorcensus.com/firm/seven-springs-wealth-group-brentwood-tn-127411",
  "display_name": "Seven Springs Wealth Group",
  "summary": "Seven Springs Wealth Group is an SEC-registered investment advisory firm in Brentwood, TN, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.",
  "citation": "AdvisorCensus. Seven Springs Wealth Group (CRD 127411): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Seven Springs Wealth Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Seven Springs Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Seven Springs Wealth Group located?",
      "a": "Seven Springs Wealth Group's principal office is in Brentwood, TN, according to its Form ADV; the August 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Seven Springs Wealth Group registered with the SEC or a state?",
      "a": "Seven Springs Wealth Group is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 127411."
    },
    {
      "q": "How much does Seven Springs Wealth Group manage?",
      "a": "Seven Springs Wealth Group reports $1,407,611,413 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (86% discretionary)."
    },
    {
      "q": "How have Seven Springs Wealth Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Seven Springs Wealth Group: Regulatory assets under management: $528,661,219 in the October 2021 data and $1,407,611,413 in the October 2026 data, up 166%. Total employees: 8 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Seven Springs Wealth Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (201); individuals (other than high net worth individuals) (183); pension and profit sharing plans (but not the plan participants or government pension plans) (16)."
    },
    {
      "q": "Which custodians does Seven Springs Wealth Group use?",
      "a": "Seven Springs Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Seven Springs Wealth Group report any disciplinary disclosures?",
      "a": "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/127411"
    },
    {
      "q": "What changed in Seven Springs Wealth Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 15 to 11. Regulatory assets under management went from $1,206,364,435 to $1,407,611,413 (+17%). No longer lists an office in Brentwood, TN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 528661219.0,
      "total_employees": 8,
      "filing_date": "2021-09-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 664410221.0,
      "total_employees": 8,
      "filing_date": "2022-06-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 575478288.0,
      "total_employees": 10,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 765139458.0,
      "total_employees": 10,
      "filing_date": "2024-03-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1206364435.0,
      "total_employees": 18,
      "filing_date": "2025-07-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1407611413.0,
      "total_employees": 15,
      "filing_date": "2026-06-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 11.",
        "Regulatory assets under management went from $1,206,364,435 to $1,407,611,413 (+17%).",
        "No longer lists an office in Brentwood, TN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "SSWG typically charges a minimum asset management fee of $5,000 per year."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 5000.0,
      "planning": []
    },
    "quotes": [
      "SSWG typically charges a minimum asset management fee of $5,000 per year."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/seven-springs-wealth-group-brentwood-tn-127411.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 183,
      "fewer_than_5": false,
      "raum": 84199555.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 201,
      "fewer_than_5": false,
      "raum": 1170599953.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 152811905.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127411",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}