Seven Hills Financial, Llc
- Regulatory AUM
- $281M
- Discretionary
- $281M
- Clients
- 382
- Avg AUM / client
- $735K
- Accounts
- 895
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 310 | $108M | 38.5% |
| High net worth individuals | 71 | $172M | 61.3% |
| Charitable organizations | 1 | $369K | 0.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Crown Castle Inc. 401(k) Plan Crown Castle Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Adams Johnson | Founder | Jan 2007 (20y) | 25% – 50% | |
| Donald Ashley Butcher | Investment Advisor Representative & Principal | CFP | May 2018 (8y) | 25% – 50% |
| Hanna Price Molta | Chief Compliance Officer | Sep 2023 (3y) | 25% – 50% | |
| Alison Horton Mewborne | Registered representative | CFP | Jul 2023 (3y) | |
| Trent Eugene Meewes | Registered representative | CFP | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Crown Castle Inc. 401(k) Plan | Crown Castle Inc. | 3,947 | $1.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $285M (101% of AUM) Mar 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: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗