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SEVEN HILLS CAPITAL ADVISORS
Legal name: SEVEN HILLS CAPITAL ADVISORS, LLC
CRD 175280File 801-132550
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$130.0M
Bottom 25% of cohort (national)
Discretionary AUM
$129.1M
Non-discretionary $869K
Clients
124
361 accounts
Employees
1
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 28, 2025
- Principal office
- 9380 MAIN STREET, #4, CINCINNATI, OH, 45242
- Phone
- 513-515-3135
- Website
- HTTP://WWW.7HCA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $130.0M
- Discretionary AUM
- $129.1M
- Non-discretionary AUM
- $869K
- Discretionary accounts
- 360
- Non-discretionary accounts
- 1
- Total accounts
- 361
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $219K |
| High net worth individuals | 67 | $109.9M |
| Individuals (other than high net worth individuals) | 56 | $19.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.