SEVEN SPRINGS WEALTH GROUP
Firm details
- Headquarters
- BRENTWOOD, Tennessee
- CRD number
- 127411
- Registered since
- September 2, 2005
- Website
- sevenspringswealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.16%
- Pension & Profit Sharing Plans10.86%
- Individuals5.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Seven Springs Wealth Group is an independent registered investment adviser organized as an LLC and SEC-registered since 2005. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining fee models that include a percentage of assets under management, hourly fees, and fixed fees. Services explicitly offered include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. The firm also conducts insurance brokerage activities, which dovetails with its use of annuities in client solutions. Seven Springs is not flagged as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities39%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Owners & executives
1 of 1Karlie Burkhalter
Partner & Chief Operating OfficerCRD 5919170
Contacts
3 of 8JEREMY HUTZEL
PresidentCRD 5527843
Andrew Michael
Portfolio ManagerCRD 6512895
Hunter Anderson
Portfolio Operations AssociateCRD 7377571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$367M in ETFs
94%
$345M
4%
$22M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $80.3M | 1,143,665 | 21.85% |
Location
BRENTWOOD, TN
WILLIAMSON
Location
BRENTWOOD, TN
Headquartered in BRENTWOOD, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- WILLIAMSON
- Address
- 200 Powell Pl
- Time zone
- CT (UTC-6)
- Office locations
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