Seven Hills Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$129,781,095
Clients
123
Advisors
1
of 1 employees
About
Seven Hills Capital Advisors is a registered investment adviser that provides asset management and fee-based financial planning, focusing on equity securities, exchange-traded funds and mutual funds. The firm’s ADV reports it serves individuals, families and trusts and also advises charitable organizations, and as of December 31, 2025 reported approximately $129,999,761 in assets under management.
The firm emphasizes asset allocation and tailors portfolios to clients’ goals and risk tolerances, using both fundamental and technical analysis and a long-term purchase orientation. It offers discretionary and non-discretionary management through fee-based brokerage accounts and integrates comprehensive planning services (net worth and liability analysis, retirement and education planning) based on client-provided information and periodic reviews.
Notable operational features include a requirement that client accounts be custodied and executed through National Financial Services and a firm policy not to vote client proxies, leaving proxy voting to clients. The ADV also discloses a 2023 state regulatory cease-and-desist order and fine related to providing advisory services in that state prior to proper registration, a disclosed disciplinary matter for prospective clients to consider.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $300 to $1,250, negotiable
$0+: .50% +: 1.25%
$175 per hour for financial planning
Account minimum: $500,000
Main office
9380 Main Street, #4
Cincinnati OH 45242
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Seven Hills Capital Advisors · Seven Hills Capital Advisors LLC · Seven Hills Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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