Seven Hills Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$129,999,761
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
123
54% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
123
Average account size
$1,056,909
About
Seven Hills Capital Advisors is a registered investment adviser that provides asset management and fee-based financial planning, focusing on equity securities, exchange-traded funds and mutual funds. The firm’s ADV reports it serves individuals, families and trusts and also advises charitable organizations, and as of December 31, 2025 reported approximately $129,999,761 in assets under management.
The firm emphasizes asset allocation and tailors portfolios to clients’ goals and risk tolerances, using both fundamental and technical analysis and a long-term purchase orientation. It offers discretionary and non-discretionary management through fee-based brokerage accounts and integrates comprehensive planning services (net worth and liability analysis, retirement and education planning) based on client-provided information and periodic reviews.
Notable operational features include a requirement that client accounts be custodied and executed through National Financial Services and a firm policy not to vote client proxies, leaving proxy voting to clients. The ADV also discloses a 2023 state regulatory cease-and-desist order and fine related to providing advisory services in that state prior to proper registration, a disclosed disciplinary matter for prospective clients to consider.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Wealth management
Active portfolio management
Cash flow / budgeting
Fee options
Financial planning fixed fees ranging from $300 to $1,250, negotiable
$0+: .50% +: 1.25%
$175 per hour for financial planning
Account minimum: $500,000
Main office location
Seven Hills Capital Advisors
9380 Main Street, #4
Cincinnati OH 45242, United States
Number of offices
1
Most active in
Seven Hills Capital Advisors has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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