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SEVEN HILLS CAPITAL ADVISORS

SEVEN HILLS CAPITAL ADVISORS, LLC

CRD 175280 · SEC 801-132550

Visit website

9380 MAIN STREET, #4, CINCINNATI, OH, 45242, United States

Phone

513-515-3135

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$130.0M

Discretionary AUM

$129.1M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals56$19.9M
High net worth individuals67$109.9M
Charitable organizations1$219K

States served

OH, TX

All web addresses on file

Official SEC filing: View on IAPD