Seven Hills Financial, LLC
Seven Hills Financial, LLC is an SEC-registered mass-market adviser in Tallahassee, FL with $280.9M assets under management (AUM, regulatory AUM), +88% over one year. See who owns Seven Hills Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143190, SEC 801-129414, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $280.9M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Tallahassee, FL
- Employees
- 5
- Clients
- 382
- CRD
- 143190
- Ownership
- Molta, Hanna, Price; JOHNSON, JEFFREY, ADAMS; BUTCHER, DONALD, ASHLEY
How much AUM does Seven Hills Financial, LLC have?
Seven Hills Financial, LLC reported $280.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Seven Hills Financial, LLC?
Disclosed owners and executives of Seven Hills Financial, LLC include Molta, Hanna, Price, JOHNSON, JEFFREY, ADAMS, BUTCHER, DONALD, ASHLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.