SourcingSourcing

SEVEN HILLS CAPITAL ADVISORS, LLC

B59
CRD 175280·SEC 801-132550·CINCINNATI, OH
AUM
$130.0M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$390K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEVEN HILLS CAPITAL ADVISORS, LLC
CRD
175280
SEC file #
801-132550
EIN
—
DBA names
Seven Hills Capital Advisors

Economics

AUM
$130.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$113.4M → $130.0M▲ +15%
Client mix
Individuals High Net Worth67
Individuals Other56
Charitable Organizations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
7hca.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FONDACARO, JOSEPH, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FONDACARO, JOSEPH, DANIEL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
7HCA.COM
Rdap Domain Creation Date
2015-02-20T16:22:26Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-20T16:22:26Z
Rdap Domain Last Changed
2026-02-05T17:11:00Z
Rdap Nameservers
Dns1.p03.nsone.netDns2.p03.nsone.netDns3.p03.nsone.netDns4.p03.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
2407635
Trust Company Affiliate
No

People (1)

1
FONDACARO, JOSEPH, DANIEL
IAR · Direct Owner · 87.5%
2407635