SourcingSourcing

SEVEN CANYONS ADVISORS, LLC

B56
CRD 290334·SEC 801-112404·SALT LAKE CITY, UT
AUM
$90.0M
$25M-$100M
Est. Revenue
$900K
@ 1% on AUM
Est. EBITDA
$270K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEVEN CANYONS ADVISORS, LLC
CRD
290334
SEC file #
801-112404
EIN
273889854
DBA names
—

Economics

AUM
$90.0M
AUM band
$25M-$100M
AUM trajectory
'20'26
$131.6M → $90.0M▼ -32%
Client mix
Individuals High Net Worth2
Pooled Investment Vehicles2

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
sevencanyonsadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Moessing, Eric, McCoy
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Moessing, Eric, McCoy
STEWART, SPENCER, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
SEVENCANYONSADVISORS.COM
Rdap Domain Creation Date
2018-03-07T00:34:47Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
697,283
Form 5500 Compensation Trajectory 3y
2025697,283
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
697,283
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001524828
Edgar Registered
Yes
Edgar Filing Count
70
Edgar First Filing Date
2011-08-03
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
33
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001941040-26-000280
Edgar Form D Count
1
Edgar Form D Offerings
2011-08-032011-08-03 · 0001524828-11-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Interactive Brokers3
State Street2
Bny Mellon2
Edgar Addresses
Mailing
520 PIKE STREETSUITE 1221SEATTLE, WA 98101
Business
520 PIKE STREETSUITE 1221SEATTLE, WA 98101
Edgar EIN
273889854
Edgar Recent Filings
13F-HR2026-04-29 · 0001941040-26-000280
SCHEDULE 13G/A2026-04-28 · 0001941040-26-000279
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-07T00:34:47Z
Rdap Domain Last Changed
2026-03-07T16:47:33Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6881347
Trust Company Affiliate
No

People (4)

4
STEWART, SPENCER, PAUL
IAR · Direct Owner · 62.5%
5504744
Moessing, Eric, McCoy
IAR · Direct Owner · 62.5%
6881347
WESLEY LAWRENCE GOLBY
IAR
2676232
ANDREY ANDREYEVICH KUTUZOV
IAR
6249347