SEVEN HILLS FINANCIAL, LLC
CRD #143190 SEC #801-129414 TALLAHASSEE, FL 850-219-6699
SEC Registered
Total AUM
$149.1M
Discretionary
$149.1M
Employees
4
Clients
51
Accounts
594
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $149.1M | $149.1M | $0 | 4 | 0 |
| Feb 2025 | $149.1M | $149.1M | $0 | 4 | 0 |
| Mar 2024 | $106.7M | $106.7M | $0 | 4 | 1 |
| Dec 2023 | $109.2M | $109.2M | $0 | 4 | 8 |
DateOct 2025
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees4
Clients1
DateDec 2023
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees4
Clients8