SEVENSUEDE INVESTMENT ADVISOR

SEVENSUEDE INVESTMENT ADVISOR is an SEC-registered investment adviser (CRD 298115). Regulatory assets under management: $13.0M.

Registration

• CRD: 298115
• Type: Registered investment adviser
• Phone: 602-492-7672
• Latest filing: 2026-07-10
• Regulatory AUM: $13.0M
• Discretionary AUM: $13.0M
• Clients: 3
• Accounts: 130

Business model

Compensation: % of AUM, Other.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298115 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search