Seven Mile Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Seven Mile Advisory provides discretionary investment management and ongoing financial planning and consulting primarily for high‑net‑worth individuals, trusts, qualified purchasers, and institutional clients, and also advises on ERISA and other retirement plan matters. The firm manages roughly $417 million in discretionary assets and provides investment advice on an additional $1.52 billion in assets under advisement across about 36 client relationships.
The firm typically implements client portfolios by engaging independent third‑party managers and sub‑advisors, building customized investment policy statements, and using a mix of passive and active strategies, alternatives, and options where appropriate. For some high‑net‑worth clients, Seven Mile Advisory customizes portfolios that use margin or borrowing in separately managed accounts as part of amplified or leveraged strategies, a practice the firm documents and restricts to client‑authorized situations.
What is notable about Seven Mile Advisory versus many peers is the concentration of advisory relationships combined with a large amount of assets advised relative to assets directly managed, reflecting a focus on a limited number of sophisticated clients rather than a broad retail base. The firm also leverages a third‑party platform relationship (tru Independence) for reporting, compliance, and operational support, a structural arrangement that supplies scaled services but can create platform‑related conflicts of interest the firm discloses and monitors.
Client services
Expertise
Fee options
Fixed flat fee for investment management services, based on multiple variables such as account size, complexity, and financial planning needs
Minimum fee: Stated quarterly minimum fee, which may be waived at the Firm's discretion Fee-only: Fixed flat fees increasing annually by an inflation adjuster, typically 3%
Main office
1201 Hays Street
Tallahassee FL 32301-2525, United States
Offices (4)
Most active in
California · Colorado · Florida · Massachusetts · New Jersey · New York · Texas
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.
Quick links
Advisors at this firm
Pamela P
Series 65, Series 66
Little Silver, NJ
Seven Mile Advisory LLC
Pamela Perskie is a financial advisor at Seven Mile Advisory LLC with seven years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Mariner Platform Solutions, AdvicePeriod, LLC, and SCS Financial. She serves as president of the Wharton Alumni Club of New York, a nonprofit organization. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm manages approximately $417 million in discretionary assets and advises on roughly $1.52 billion, focusing on a limited number of sophisticated clients and employing a mix of passive and active strategies through third-party managers.
Michael C
CFP®
Foxborough, MA
Seven Mile Advisory LLC
Michael Cappadona is a CFP® at Seven Mile Advisory LLC with one year of industry experience. His prior roles include positions at Montis Financial, First Citizens Wealth, SVB Private Wealth, and Boston Private Wealth. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm emphasizes a concentrated client base and uses a blend of passive and active strategies, including third-party managers and customized portfolios with margin or borrowing options for authorized clients.
Emily D
CFP®, Series 66
Tarrytown, NY
Seven Mile Advisory LLC
Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.
Nicole A
Series 65
Denver, CO
Seven Mile Advisory LLC
Nicole Araya is a financial advisor with Seven Mile Advisory LLC in Denver, CO, holding a Series 65 designation and four years of industry experience. Her prior roles include positions at Evercore Partners and Crestone Asset Management, LLC. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients, often utilizing third-party managers and a combination of passive and active strategies. The firm manages approximately $417 million in discretionary assets and advises on over $1.5 billion, focusing on a limited number of sophisticated client relationships.
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