Tarrytown, NY Office

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.