Seven Hills Financial provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Seven Hills Financial reports 382 clients. They include 310 individual clients, 71 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($281M across 895 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 39% |
| High-net-worth individuals | 19% | 61% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 310 | $108M | 38.5% | $349K |
| High-net-worth individuals | 71 | $172M | 61.3% | $2.43M |
| Charitable organizations | 1 | $369K | 0.1% | $369K |
| Total | 382 | $281M | 100% | $735K |
- Clients
- 310
- Regulatory AUM
- $108M
- AUM share
- 38.5%
- Avg. per client
- $349K
- Clients
- 71
- Regulatory AUM
- $172M
- AUM share
- 61.3%
- Avg. per client
- $2.43M
- Clients
- 1
- Regulatory AUM
- $369K
- AUM share
- 0.1%
- Avg. per client
- $369K
Total
- Clients
- 382
- Regulatory AUM
- $281M
- AUM share
- 100%
- Avg. per client
- $735K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Seven Hills Financial charges 0.50%–1.25% a year for its Portfolio management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.25% |
| $250K–$500K | 1.10% |
| $500K–$1M | 1.00% |
| $1M–$2M | 0.75% |
| $2M and above | 0.50% |
Fee details and sources
Other fees
- Financial Life Planning
- Hourly rate not to exceed $250 an hour; an estimated cost is given at the outset of the engagement.
Hanna Molta owns 50% to 75% of Seven Hills Financial. The leadership team of Seven Hills Financial includes Chief Compliance Officer Hanna Molta. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 broker-dealer rep
- Owns 50% to 75% of Seven Hills Financial, LLC
Hanna Molta
Control person · since September 2023
- Owns 50% to 75% of Seven Hills Financial, LLC
Donald Butcher
Control person · since May 2018
Seven Hills Financial’s regulatory assets grew 2.6× from $107M (March 2024) to $281M (August 2026); clients rose from 242 to 382 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $281M | 382 | 5 | 1 |
| Feb 2025February 2025 | $149M | 276 | 4 | 1 |
| Mar 2024March 2024 | $107M | 242 | 4 | 1 |
Besides its headquarters, Seven Hills Financial has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 410 East 6th Avenue, TallahasseeHQ
Contact and registration details
- Legal name
- Seven Hills Financial, LLC
- Headquarters
- 410 East 6th Avenue, Tallahassee, FL 32303
- Website
- sevenhillsfinancial.com
- Phone
- 850-219-6699
- @seven-hills-financial-llc
- SEC file
- 801-129414
- Founded
- 2007
- Structure
- Florida LLC
- Fiscal year end
- December
Seven Hills Financial’s named custodian for separately managed accounts is Charles Schwab ($285M). Seven Hills Financial does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $285M100%
At year end, Seven Hills Financial’s separately managed accounts were mostly in funds (71%) and stocks (19%).
What the accounts hold
- Stocks19%
- Funds71%
- Registered funds69%
- Pooled vehicles2%
- Bonds5%
- U.S. government and agency bonds3%
- Investment grade corporate bonds2%
- Cash5%
How many clients does Seven Hills Financial have?
Seven Hills Financial has 382 clients and manages $281 million for them, as of August 2026. They include 310 individual clients, 71 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 August 2026
What services does Seven Hills Financial offer?
Seven Hills Financial provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Seven Hills Financial charge?
Seven Hills Financial charges 0.50%–1.25% a year for its Portfolio management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 7 August 2026
Which custodians does Seven Hills Financial use?
Seven Hills Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $285M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 August 2026
How many financial advisors does Seven Hills Financial have?
Seven Hills Financial has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Seven Hills Financial invest in?
At the end of its last fiscal year, Seven Hills Financial’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 5% cash and equivalents, 3% U.S. government and agency bonds, 2% investment grade corporate bonds and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Seven Hills Financial?
Seven Hills Financial’s direct owners are Hanna Molta (50% to 75%) and Donald Butcher (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 August 2026
How does Seven Hills Financial get paid?
Seven Hills Financial is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Seven Hills Financial?
Seven Hills Financial’s main office is at 410 East 6th Avenue, Tallahassee, FL 32303. Its phone number is 850-219-6699. Its website is sevenhillsfinancial.com.