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Seven Hills Financial, LLC

● SEC registered since 2024CRD 143190SEC# 801-129414Tallahassee, FL
Export (members)
Reg. AUM
$149.1M
Employees
4
Accounts
594
Location
Tallahassee, FL

Seven Hills Financial, LLC assets under management

Seven Hills Financial, LLC operates as an SEC-registered investment adviser based in Tallahassee, FL. The firm has been registered since 2024. It reports $149.1 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/seven-hills-financial-llcView on SEC.gov ↗

Seven Hills Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Donald Ashley Butcher ControlInvestment Advisor Representative & Principal & Chief Technology Officer25-50%2018
Hanna Price Molta ControlChief Compliance Officer25-50%2023
Jeffrey Adams Johnson ControlFounder25-50%2007

Frequently asked questions

How much does Seven Hills Financial, LLC manage?

Seven Hills Financial, LLC reports $149.1 million in regulatory assets under management on its Form ADV.

How many employees does Seven Hills Financial, LLC have?

Seven Hills Financial, LLC reports 4 employees.

Where is Seven Hills Financial, LLC located?

Seven Hills Financial, LLC is based in Tallahassee, FL and has been SEC-registered since 2024.

Does Seven Hills Financial, LLC disclose fund performance?

Seven Hills Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address410 East 6th Avenue, Tallahassee, FL 32303
Phone850-219-6699
Fax850-273-5733
Office hours9:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149.1M
Non-discretionary$0
Total (RAUM)$149.1M