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SEVEN HILLS FINANCIAL, LLC

TALLAHASSEE, FL · CRD 143190 · IAPD ↗ · 850-219-6699

$280.9MRegulatory AUM
5Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — SEVEN HILLS FINANCIAL, LLC reported RAUM up 88% ($149.1M -> $280.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
December 2025 — SEVEN HILLS FINANCIAL, LLC notice-filed in NC, NH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2025 — SEVEN HILLS FINANCIAL, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
March 2025 — SEVEN HILLS FINANCIAL, LLC reported RAUM up 40% ($106.7M -> $149.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
February 2024 — SEVEN HILLS FINANCIAL, LLC (TALLAHASSEE, FL) is newly SEC-registered with $109.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.