Seven Hills Capital Corp.
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 338305
· SEC file 801-134481
· Toronto, Ontario
· ca.linkedin.com
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ADV data as of Jul 24, 2026
- Regulatory AUM
- $83.8M
- Discretionary
- $83.8M
- Clients
- 238
- Avg AUM / client
- $352K
- Accounts
- 1,134
- Employees
- 4
AUM over time
$0
$83.8M
Sep 2025
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 238 | $83.8M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Bank Independent Network $83.8M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗