{"url":"https://nivawealth.com/firms/seven-hills-financial-143190","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143190","regulatoryAum":280921678,"crd":"143190","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5025170","suffix":null,"lastName":"BUTCHER","firstName":"DONALD","middleName":"ASHLEY"},{"crd":"2813334","suffix":null,"lastName":"JOHNSON","firstName":"JEFFREY","middleName":"ADAMS"},{"crd":"2459750","suffix":null,"lastName":"MEEWES","firstName":"TRENT","middleName":"EUGENE"},{"crd":"5060027","suffix":null,"lastName":"MEWBORNE","firstName":"ALISON","middleName":"HORTON"},{"crd":"6945636","suffix":null,"lastName":"Molta","firstName":"Hanna","middleName":"Price"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-26","regulatoryAum":106683153,"clients":242,"employees":4,"offices":1},{"filedOn":"2025-02-20","regulatoryAum":149105232,"clients":276,"employees":4,"offices":1},{"filedOn":"2026-08-07","regulatoryAum":280921678,"clients":382,"employees":5,"offices":1}],"secFileNumber":"801-129414","legalName":"Seven Hills Financial, LLC","displayName":"Seven Hills Financial","slug":"seven-hills-financial-143190","website":"https://sevenhillsfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/seven-hills-financial-llc/","founded":"2007","organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"410 East 6th Avenue","city":"Tallahassee","state":"FL","stateName":"Florida","country":"United States","postalCode":"32303"},"tradeNames":[],"registration":{"secApproved":"22 January 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":736359.3884514435,"staff":{"employees":5,"advisory":5,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":280921678,"discretionary":280921678,"discretionaryAccounts":895,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":310,"regulatoryAum":108211061},{"label":"High-net-worth individuals","clients":71,"regulatoryAum":172341866},{"label":"Charitable organizations","clients":1,"regulatoryAum":368751}],"feePrograms":[{"role":"main","program":"Portfolio management","feeBasis":"marginal","fee_tiers":[{"to":250000,"pct":1.25,"from":0},{"to":500000,"pct":1.1,"from":250000},{"to":1000000,"pct":1,"from":500000},{"to":2000000,"pct":0.75,"from":1000000},{"to":null,"pct":0.5,"from":2000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054301","versionId":1054301,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-08-07","documentName":"ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Life Planning","summary":"Hourly rate not to exceed $250 an hour; an estimated cost is given at the outset of the engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054301","versionId":1054301,"submittedOn":"2026-08-07","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:13:54.348642+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054301","versionId":1054301,"submittedOn":"2026-08-07"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":284908858}],"custodyNote":"Seven Hills Financial does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Hanna Molta","title":"Chief Compliance Officer, Principal","crd":"6945636"},{"name":"Donald Butcher","title":"Investment Advisor Representative & Principal & Chief Technology Officer","crd":"5025170"}],"ownership":[{"label":"Hanna Molta","detail":"Chief compliance officer, principal in the 50% to 75% ownership band and a control person, since September 2023."},{"label":"Donald Butcher","detail":"Investment advisor representative & principal & chief technology officer in the 50% to 75% ownership band and a control person, since May 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"410 East 6th Avenue","city":"Tallahassee","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"850-219-6699","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":19},{"label":"U.S. government/agency bonds","percent":3},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":69},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"7 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/143190/PDF/143190.pdf","brochureDate":"7 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054301","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Seven Hills Financial have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Seven Hills Financial offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Seven Hills Financial charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Seven Hills Financial use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Seven Hills Financial have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Seven Hills Financial invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Seven Hills Financial?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Seven Hills Financial get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Seven Hills Financial?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 7 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}