CRD: 143190
Seven Hills Financial, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2007
- Office Locations
- 1
Office Locations
About Seven Hills Financial, LLC
Seven Hills Financial is a Tallahassee, FL fee-only fiduciary RIA providing integrated financial planning and investment management, including retirement, tax, trust/estate, college, and insurance planning. The CFP-led team works with individuals and families—often business owners and retirees—building long-term, cost-aware portfolios that commonly use ETFs and mutual funds, with custody at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DONALD ASHLEY BUTCHER
CHIEF TECHNOLOGY OFFICER, Financial Planner, INVESTMENT ADVISOR REPRESENTATIVE, PRINCIPAL
- CRD
- #5025170
- Ownership
- 25% but less than 50%
JEFFREY ADAMS JOHNSON
Financial Planner, FOUNDER
- CRD
- #2813334
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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TRENT EUGENE MEEWES
Owner
- CRD
- #2459750
ALISON HORTON MEWBORNE
Financial Planner
- CRD
- #5060027
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,921,678 | $313,879 |
| Non-Discretionary | $0 | -- |
| Total | $280,921,678 | $313,879 |
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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 |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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