SEVEN MILE ADVISORY LLC

Overview

Seven Mile Advisory LLC is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals and families. The firm focuses on personalized wealth management: financial planning, discretionary portfolio management for individuals and small businesses, and selecting third‑party advisers when clients need specialized exposure. Seven Mile registered with the SEC in 2023 and is owned by an individual principal; its fee arrangements include a mix of asset‑based fees, fixed fees and other fee structures depending on the engagement. Investment preferences tilt toward equities, with a notable emphasis on non‑exchange traded equity stakes. That equity preference is deployed alongside pooled vehicles (mutual funds) and bespoke allocations to external managers for alternative investments. The firm does not describe itself as an active ESG investor. Given the small client base and large average household relationships, the firm’s approach emphasizes customized solutions, balance between liquidity and longer‑term private allocations, and the use of third‑party managers where specialist underwriting or management is required.

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