← Back to searchVisit website
SEVEN HILLS FINANCIAL, LLC
CRD 143190 · SEC 801-129414
410 EAST 6TH AVENUE, TALLAHASSEE, FL, 32303, United States
Phone
850-219-6699
Fax
850-273-5733
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$280.9M
Discretionary AUM
$280.9M
Team
5 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 310 | $108.2M |
| High net worth individuals | 71 | $172.3M |
| Charitable organizations | 1 | $369K |
States served
GA, NC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD