Sevensuede Investment Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sevensuede Investment Advisor serves individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth individuals, pension plans, pooled vehicles, charities, and small businesses. The firm provides advisory services primarily through a Manager of Managers program and by referring clients to independent registered investment advisers and platform providers.
Rather than providing direct portfolio management for individual accounts — an arrangement that is less common among independent advisers — Sevensuede develops client investment guidelines, selects third‑party asset managers to implement portfolios, and monitors those managers’ performance. The firm retains discretion to hire and fire asset managers, conducts ongoing due diligence, and performs formal account reviews at least quarterly with client meetings as needed.
Distinctive features disclosed in the brochure include a solicitor/referral model under which Sevensuede receives referral fees from selected managers and an affiliation in which firm personnel act as insurance agents, both of which are identified as potential conflicts of interest and are disclosed to clients. The firm also does not vote client proxies (clients retain voting responsibility) and reports $15 million in assets under supervision while operating as a single‑advisor, manager‑of‑managers practice.
Client services
Fee options
$0 - $999,999: 2.25% - 2.50% $1,000,000 - $4,999,999: 2.00% - 2.25% $5,000,000+: 2.00%
Commission compensation received from insurance products through related individuals, but not for advisory services
Account minimum: $250 (varies based on service and third-party manager) Minimum fee: $200 quarterly fee may apply for accounts under $100,000 Fee-only: Fees are based on assets under management; no commissions charged to clients directly
Main office
See officeGilbert AZ
Advisors at this office
2
Most active in
Arizona
Also doing business as
Sevensuede Investment Advisor · Sevensuede Investment Advisor 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Derek H
Series 65
Gilbert, AZ
Sevensuede Investment Advisor
Derek Hargrove is a financial advisor at Sevensuede Investment Advisor in Gilbert, AZ, with a Series 65 credential and one year of industry experience. Prior to joining Sevensuede, he has been involved with Sun American Mortgage since 2012. Sevensuede Investment Advisor serves both individual and institutional clients, employing a Manager of Managers approach by developing investment guidelines, selecting third-party asset managers, and monitoring their performance rather than providing direct portfolio management.
Trennon U
Series 65
Mesa, AZ
Sevensuede Investment Advisor
Trennon Udall is a Series 65-licensed advisor at Sevensuede Investment Advisor with three years of industry experience. He has worked at DMT Logistics since 2015. Sevensuede Investment Advisor serves a range of clients including individuals, pension plans, charities, and small businesses, utilizing a Manager of Managers approach by selecting and overseeing third-party asset managers rather than managing individual accounts directly.
Katelyn S
Series 65
Gilbert, AZ
Sevensuede Investment Advisor
Katelyn Sirrine is a financial advisor at Sevensuede Investment Advisor in Gilbert, AZ, holding a Series 65 license with seven years of industry experience. She has worked at Sevensuede Investments since 2018 and previously spent four years at Morris-Crowe Court Reporting, LLC. In addition to her advisory role, she is an active producer of life insurance and annuity products through Sevensuede Investments, LLC. Sevensuede Investment Advisor serves individual and institutional clients, including pension plans, charities, and small businesses, using a Manager of Managers approach. The firm develops investment guidelines, selects and monitors third-party asset managers, and conducts regular account reviews while retaining discretion over manager selection.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)