Seven Pines Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,462,405
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$208,915
About
Seven Pines Capital, LLC provides ongoing asset management and investment advice to individuals, high-net-worth clients, businesses, and retirement plan sponsors and participants. The firm also offers pension consulting services for plan sponsors and individualized participant advice, including investment policy development, due diligence reviews, and monitoring of plan investment options.
The firm manages client accounts on a discretionary basis through separately managed accounts and uses a mix of fundamental, technical, and charting analysis to guide portfolio decisions. Implementation can include options and other derivatives strategies (covering option writing and spreads), and the firm routes execution and custody through a designated institutional custodian that supplies trading and research tools.
Noteworthy for an independent adviser of its size, Seven Pines combines institutional portfolio management and ERISA-focused pension consulting alongside retail asset management — services that are relatively uncommon among peers. The firm reports approximately $1.55 million in discretionary assets under management, conducts quarterly account reviews, and allows clients to impose reasonable investment restrictions tailored to their circumstances.
Client services
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Fee options
1.50% annually
Main office location
Seven Pines Capital, LLC
Indialantic FL, United States
Number of offices
1
Most active in
Seven Pines Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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.
Forms ADV
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