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SEVEN CANYONS ADVISORS, LLC

SALT LAKE CITY, UT · CRD 290334 · IAPD ↗ · sevencanyonsadvisors.com · 801-349-2718

$90.0MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — SEVEN CANYONS ADVISORS, LLC reported RAUM down 26% ($121.6M -> $90.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
30
April 2025 — SEVEN CANYONS ADVISORS, LLC reported RAUM down 32% ($179.4M -> $121.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2025 — SEVEN CANYONS ADVISORS, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
27
March 2025 — SEVEN CANYONS ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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