Seven Springs Wealth Group, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 127411
· SEC file 801-64641
· Brentwood, TN
· www.linkedin.com
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ADV data as of Jun 01, 2026
- Regulatory AUM
- $1.4B
- Discretionary
- $1.2B
- Clients
- 400
- Avg AUM / client
- $3.5M
- Accounts
- 1,771
- Employees
- 15
AUM over time
$140M
$1.4B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 183 | $84.2M | 5.98% |
| High net worth individuals | 201 | $1.2B | 83.2% |
| Pension and profit sharing plans | 16 | $153M | 10.9% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeremy Patrick Hutzel | President/Chief Compliance Officer/Managing Member/Trustee/Owner | CFP CFA | Feb 2010 (16y) | 50% – 75% |
| Andrew Charles Michael | Chief Investment Officer | CFA | Jan 2016 (11y) | Less than 5% |
| Hutzel, Aubrie, Michelle | Trustee/Owner | Feb 2024 (3y) | 50% – 75% | |
| Jenny Elaine Wilson | Registered representative | CFP | Mar 2014 (12y) | |
| Paul Mc Kanna | Registered representative | CFA | Jun 2022 (4y) | |
| Matthew Parks | Registered representative | Aug 2022 (4y) | ||
| Dennis Charles Carter | Registered representative | CFP | Mar 2023 (3y) | |
| Hunter Pierce Anderson | Registered representative | Nov 2024 (2y) | ||
| Michael Hunter Yarbrough | Registered representative | CFP | Jan 2025 (2y) | |
| Robert Everett Mefford | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jeremy And Aubrie Hutzel Living Trust Dtd 11/30/2021 | Owner | Feb 2024 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 898 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $952M (68% of AUM) Jun 2026
- Charles Schwab & Co. $198M (14% of AUM) Jun 2026
- Fidelity Distributors Company Llc $196M (37% of AUM) Sep 2021
- Fidelity Investments Institutional Services Company, Inc. $149M (43% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗