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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-2015
- Office Locations
- 1
Office Locations
About Seven Hills Capital Advisors
Seven Hills Capital Advisors is an independent, SEC-registered RIA based in Greater Cincinnati serving clients nationwide. The firm provides fee-based financial planning, retirement planning, and bespoke portfolio management, tailoring portfolios to each client’s objectives, risk tolerance, and time horizon for individuals, families, trusts, and foundations. Custody is through Fidelity/NFS, and the team also publishes the Seven Hills Podcast.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JOSEPH DANIEL FONDACARO JR
Chief Compliance Officer, Financial Advisor, Managing Member, President
- CRD
- #2407635
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,130,421 | $358,696 |
| Non-Discretionary | $869,340 | $869,340 |
| Total | $129,999,761 | $360,110 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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