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CRD#: 329293
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for SEVEN HILLS CAPITAL, LLC Comes From
Understanding the Statistics for SEVEN HILLS CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
827 19th Avenue South Suite 1030, Nashville, TN 37203
Phone Number
(615) 523-7586
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PETTIT, MATTHEW, CHRISTOPHER | MANAGING MEMBER | 12/2016 | 5421530 |
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Advisor's working at SEVEN HILLS CAPITAL, LLC
JM
Joseph Warren Mcvey
IAR
RR
CRD#: 1138163
Location:
Powhatan, VA
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
42 years
SL
Scott W Lang
IAR
RR
CRD#: 6637894
Location:
Prescott, AZ 86305
Company:
THRIVENT INVESTMENT MANAGEMENT INC.
Disclosures:
Experience:
9 years
SF
Stanley Freifeld
PR
CRD#: 2067883
Location:
Randolph, NJ
Company:
MCMILLAN ANALYSIS CORPORATION
Disclosures:
Experience:
35 years
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