7th ST. Financial

Overview

7th ST. Financial is an independent registered investment adviser operating as a corporation with an individual owner. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, charging a mix of percentage-of-AUM, hourly and fixed fees. Investment activity centers on pooled public vehicles — primarily mutual funds/public funds — supplemented by fixed-income exposure through corporate debt and targeted allocations to alternative strategies. 7th ST. Financial does not self-identify as an active ESG investor and is not registered as a multi-state adviser. Portfolio construction appears oriented toward third‑party managers rather than direct security selection: the firm relies heavily on external mutual funds and allocates to outside managers for hedge fund, real estate and commodity exposure. That approach suggests the adviser emphasizes manager selection and fund-level diversification over running large SMAs of individual equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices