SevenOneSeven Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
SevenOneSeven Capital Management reports 167 clients. They include 147 individual clients and 20 high-net-worth individuals. Of its assets, 100.0% ($1.18B across 199 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 4% |
| High-net-worth individuals | 12% | 2% |
| Charitable organizations | Fewer than 5 | <1% |
| Other investment advisers | Fewer than 5 | 94% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 147 | $45.6M | 3.9% | $311K |
| High-net-worth individuals | 20 | $28.6M | 2.4% | $1.43M |
| Charitable organizations | Fewer than 5 | $1.17M | 0.1% | — |
| Other investment advisers | Fewer than 5 | $1.1B | 93.6% | — |
| Total | 167 | $1.18B | 100% | — |
- Clients
- 147
- Regulatory AUM
- $45.6M
- AUM share
- 3.9%
- Avg. per client
- $311K
- Clients
- 20
- Regulatory AUM
- $28.6M
- AUM share
- 2.4%
- Avg. per client
- $1.43M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.17M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.1B
- AUM share
- 93.6%
- Avg. per client
- —
Total
- Clients
- 167
- Regulatory AUM
- $1.18B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
SevenOneSeven Capital Management is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Faithward Holdings LLC owns 75% or more of SevenOneSeven Capital Management. The leadership team of SevenOneSeven Capital Management includes Chief Compliance Officer Robert Nayden. It has 5 employees, 1 of them in advisory roles.
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Sevenoneseven Capital Management, LTD
Faithward Holdings LLC
Control person · since January 2024
- Owns 5% to 10% of Sevenoneseven Capital Management, LTD
Sevenoneseven Holdings LLC
Control person · since June 2020
Robert Nayden
Managing member · Control person · since March 2024
SevenOneSeven Capital Management’s regulatory assets grew 1.8× from $663M (April 2021) to $1.18B (August 2026); clients fell from 3,067 to 167 and employees from 8 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $1.18B | 167 | 5 | 1 |
| Mar 2025March 2025 | $906M | 0 | 4 | 1 |
| Mar 2024March 2024 | $631M | 1 | 8 | 1 |
| Aug 2023August 2023 | $611M | 1 | 8 | 1 |
| Mar 2022March 2022 | $818M | 386 | 10 | 2 |
| Apr 2021April 2021 | $663M | 3,067 | 8 | 2 |
Besides its headquarters, SevenOneSeven Capital Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 275 Hess Boulevard, Suite 202, LancasterHQ
Other business names
SevenOneSeven Capital Management has reported 1 other business name to the SEC.
- Sevenoneseven Capital
Contact and registration details
- Legal name
- Sevenoneseven Capital Management, LTD
- Headquarters
- 275 Hess Boulevard, Suite 202, Lancaster, PA 17601
- Website
- sevenonesevencapital.com
- Phone
- 844-970-4055
- SEC file
- 801-117445
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
SevenOneSeven Capital Management’s named custodian for separately managed accounts is Charles Schwab ($906M). SevenOneSeven Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $906M100%
At year end, SevenOneSeven Capital Management’s separately managed accounts were mostly in funds (56%) and stocks (32%).
What the accounts hold
- Stocks32%
- Funds56%
- Bonds10%
- Cash2%
How many clients does SevenOneSeven Capital Management have?
SevenOneSeven Capital Management has 167 clients and manages $1.18 billion for them, as of August 2026. They include 147 individual clients and 20 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does SevenOneSeven Capital Management offer?
SevenOneSeven Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does SevenOneSeven Capital Management use?
SevenOneSeven Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $906M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does SevenOneSeven Capital Management have?
SevenOneSeven Capital Management has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 SevenOneSeven Capital Management invest in?
At the end of its last fiscal year, SevenOneSeven Capital Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 10% U.S. government and agency bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SevenOneSeven Capital Management?
SevenOneSeven Capital Management’s direct owners are Sevenoneseven Holdings LLC (5% to 10%) and Faithward Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does SevenOneSeven Capital Management get paid?
SevenOneSeven Capital Management is paid through a percentage of assets under management and fixed fees. 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 SevenOneSeven Capital Management?
SevenOneSeven Capital Management’s main office is at 275 Hess Boulevard, Suite 202, Lancaster, PA 17601. Its phone number is 844-970-4055. Its website is sevenonesevencapital.com.