A complete list of active advisors currently associated with Seven Hills Capital Advisors

Warmer can help you find a great advisor at Seven Hills Capital Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Seven Hills Capital Advisors, 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.