SEVEN CANYONS ADVISORS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$90M

Discretionary

$88.3M

98% of AUM

Avg account

$18M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SALT LAKE CITY , Utah
CRD number: 290334
Registered since: February 5, 2018
Website: sevencanyonsadvisors.com
Custodians: THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles73.09%
Pension & Profit Sharing Plans18.88%
HNWI8.03%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Seven Canyons Advisors, LLC is an owner-controlled SEC-registered advisory firm (formed as an LLC and registered in 2018) that manages portfolios for both high-net-worth individuals and families as well as institutional clients. Its advisory scope includes traditional portfolio management for individuals and small businesses, management of pooled investment vehicles, and discretionary management for business or institutional accounts. The firm charges a mix of percentage-of-AUM, fixed fees, and performance-based fees. It does not identify as an active ESG investor. Seven Canyons also acts as sponsor, general partner, and managing member of pooled investment vehicles, indicating it operates its own private fund structures in addition to managing separate accounts and client portfolios.