SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Seven Hills Capital Advisors
Cincinnati, OH
Seven Hills Capital Advisors, LLC, CRD 175280
Firm filing updated March 31, 2026 ·
- $130MAssets
- 1Advisory staff
- 361Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals67
- Individuals56
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 56 | $19.9 million |
| High net worth individuals | 67 | $109.9 million |
| Charitable organizations | Fewer than 5 clients | $218,666 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$130.0 million
- Accounts361
- Discretionary$129.1 million · 360 accounts
- Non-discretionary$869,340 · 1 accounts
People
- Employees1
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Seven Hills Capital Advisors, LLC SEC-registered investment advisor. CRD 175280, SEC file 801-132550.
- Registered with the SEC as an investment advisor (status date on record: April 28, 2025).
Is Seven Hills Capital Advisors a fiduciary?
Short answer: Seven Hills Capital Advisors is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.