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SEVEN MILE ADVISORY LLC

TALLAHASSEE, FL · CRD 324114 · IAPD ↗ · 212-365-5562

$416.8MRegulatory AUM
4Advisory reps
4Employees
10Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — SEVEN MILE ADVISORY LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2026 — SEVEN MILE ADVISORY LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2026 — SEVEN MILE ADVISORY LLC moved its main office from EWING, NJ to TALLAHASSEE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
68
April 2024 — SEVEN MILE ADVISORY LLC now reports custody of client assets ($328.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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