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SEVEN MILE ADVISORY LLC
CRD 324114File 801-127330
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$416.8M
Below cohort median (national)
Discretionary AUM
$416.8M
Clients
36
320 accounts
Employees
4
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 13, 2023
- Principal office
- 1201 HAYS STREET, TALLAHASSEE, FL, 32301-2525
- Phone
- 212-365-5562
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $416.8M
- Discretionary AUM
- $416.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 320
- Non-discretionary accounts
- 0
- Total accounts
- 320
- AUM per client
- $11.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $416.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CONSULTING
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.