This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-03-2004
- Office Locations
- 1
Office Locations
About Seven Springs Wealth Group
Seven Springs Wealth Group is an SEC-registered RIA providing financial planning and portfolio management for clients from emerging to multigenerational wealth, including senior executives, entrepreneurs, and business owners navigating liquidity events and major transitions. The team supports tax, estate/legacy, insurance, charitable, and business succession needs and builds active, allocation-driven portfolios using ETFs and mutual funds, with access to alternatives such as private credit/PE and real estate. Custody typically via Schwab or Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
Karlie Lyles Burkhalter
CHIEF OPERATING OFFICER, PARTNER
- CRD
- --
- Ownership
- 5% but less than 10%
Andrew Charles Michael
Chief Investment Officer, PARTNER, Portfolio Manager
- CRD
- #6512895
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
Unlock allContacts
Hunter Pierce Anderson
Client Associate
- CRD
- #7377571
Dennis Charles Carter II
Financial Planner
- CRD
- #7477091
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,206,291,284 | $733,308 |
| Non-Discretionary | $201,320,129 | $1,597,779 |
| Total | $1,407,611,413 | $794,812 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | 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 |
Continue browsing