Seven Hills Capital Advisors
SEC RegisteredFinancial Advisor In Cincinnati, OH
About the firm
Seven Hills Capital Advisors is an independent, SEC Registered Investment Advisor providing wealth management to individuals, families, trusts and foundations. The firm specializes in bespoke portfolio management, with each client's invested assets customized and managed to their own specific objectives, goals, risk tolerances and time horizon. In support of the investment process, they provide retirement and financial planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based financial planning, portfolio management, investment advice, and retirement and financial planning.
Who they serve
Individuals, families, trusts and foundations; located in Greater Cincinnati and serving clients nationwide.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 56 | $20M |
| High Net Worth Individuals | 67 | $110M |
| State/Municipal Entities | 1 | — |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Seven Hills Capital Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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