Seven Mile Advisory Llc
SEC-registered
Multi-Family Office · Small ($100M–$1B)
CRD 324114
· SEC file 801-127330
· Tallahassee, FL
· LINKEDIN.COM
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ADV data as of Apr 01, 2026
- Regulatory AUM
- $417M
- Discretionary
- $417M
- Clients
- 36
- Avg AUM / client
- $11.6M
- Accounts
- 320
- Employees
- 4
AUM over time
$0
$417M
Dec 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 36 | $417M | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pamela Nessa Perskie | President/Chief Executive Officer | Jan 2023 (4y) | 75% or more | |
| Perskie, Joseph, Robert | Owner | Jan 2023 (4y) | 25% – 50% | |
| Plummer, Christopher, George | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Nicole Jennifer Araya | Registered representative | Apr 2023 (3y) | ||
| Michael Joseph Cappadona | Registered representative | CFP | Apr 2026 (0y) | |
| Emily Louise Darosa | Registered representative | CFP | Jul 2026 (0y) |
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) | 04/01/2026 | 959 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
- • Fixed fees
- • Other fees
- • CONSULTING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $366M (88% of AUM) Apr 2026
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: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗