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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2023
- Office Locations
- 4
Office Locations
About Seven Mile Advisory LLC
Seven Mile Advisory is a boutique RIA positioning as a modern “family office” for families with complex needs—business owners, private equity and real estate professionals, and athletes/entertainers. The team delivers customized planning and structuring (wealth transfer, tax coordination, entity management), family governance/legacy work, and risk management alongside balance-sheet and cash-flow oversight and investment management. Portfolios commonly use fixed income (including munis) and public equities/ETFs, with a deliberately limited client roster and dedicated CTO support.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAMELA NESSA PERSKIE
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- #4558661
- Ownership
- 75% or more
JOSEPH ROBERT PERSKIE
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Nicole Jennifer Araya
Vice President
- CRD
- #7626980
Michael Joseph Cappadona
--
- CRD
- #8009202
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $416,839,207 | $1,302,623 |
| Non-Discretionary | $0 | -- |
| Total | $416,839,207 | $1,302,623 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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