1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SEVEN HILLS CAPITAL ADVISORS

Map pinCINCINNATI, OH
Phone513-515-3135
NotebookSEC #801-132550
Total AUM
$130M
Employees
1
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9380 MAIN STREET, #4
CINCINNATI
OH 45242
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Phone
513-515-3135

ReceiptFinancials

Total AUM
$130M
Accounts
361
Discretionary
$129.1M
Accounts
360
Non-Discretionary
$869.3K
Accounts
1

ContactClients

View more in analytics →

Individual Clients
56
AUM
$19.9M
HNW Individual Clients
67
AUM
$109.9M
Charitable Organization Clients
1
AUM
$218.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
OHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account