A complete list of active advisors currently associated with 7Summit Advisors, LLC

Warmer can help you find a great advisor at 7Summit Advisors, LLC or one who fits your needs even better.

7Summit Advisors is a state‑registered advisory firm that serves individual clients (both high‑net‑worth and non‑HNW), charitable organizations and pension/profit‑sharing plans, providing discretionary portfolio management and standalone financial planning and consulting. The firm reports roughly $25.7 million in assets under management across about 25 client accounts and charges asset‑based fees for its investment supervisory services. The firm’s investment process draws on multiple analysis methods — including fundamental, technical, quantitative and qualitative analysis — and employs a wide range of strategies such as long‑ and short‑term trading, option writing, short sales and margin. It also uses a third‑party Pontera platform to manage “held‑away” retirement accounts (e.g., 401(k)s and 403(b)s) for tax‑efficient asset location and opportunistic rebalancing; Pontera charges the firm 30 basis points and clients are not assessed an additional platform fee. Noteworthy relative to peers, the firm discloses and advertises performance results, a practice uncommon among similarly sized supported advisers, and has recently disclosed potential participation in private equity, private credit and hedge fund strategies, indicating access to illiquid and alternative investments in addition to traditional securities. For a single‑advisor practice, the combination of published performance information, use of a held‑away account management platform, and a broad menu of advanced strategies is atypical; the firm’s principal also holds the CFP designation.

To learn more about the advisors currently working at 7Summit Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.