Wealth manager, independent · Brentwood, TN
Seven Springs Wealth Group
Seven Springs Wealth Group, LLC · SEC-registered investment adviser · CRD 127411 · SEC 801-64641
At a glance
Seven Springs Wealth Group is an SEC-registered investment adviser based in Brentwood, Tennessee, with $1.4B in regulatory assets under management as of its Form ADV filed June 1, 2026. It reports 384 individual clients, 201 of them high-net-worth, holding an average of about $3.3 million each, and 15 employees. That ranks it 785th among the nation’s 5,657 independent wealth management RIAs and 15th of 102 in Tennessee. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 615-370-1253sevenspringswealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #785 of 5,657
- Rank among all SEC RIAs
- #4,433 of 17,210
- Rank in Tennessee
- #15 of 102
- Individual clients
- 384
- High-net-worth clients
- 201
- Accounts
- 1,771
- Discretionary
- 86% of AUM
- Employees
- 15
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Jeremy P. HutzelPresident/chief Compliance Officer/managing Member
- Andrew C. MichaelPartner & Chief Investment Officer
- Jenny E. WilsonPartner & Director of Financial Planning
- Karlie L. BurkhalterPartner & Chief Operating Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Seven Springs Wealth Group reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 201 | $1.2B | 83% |
| Pension and profit sharing plans | 16 | $153M | 11% |
| Individuals | 183 | $84M | 6% |
Disciplinary disclosures
Seven Springs Wealth Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗sevenspringswealth.com ↗
AtlasMembers
The full record on Seven Springs Wealth Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,651 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Tennessee
All of Tennessee →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Delta Asset Management, LLCMemphis | $1.5B | 543 |
| TBH Global Asset Management, LLCBrentwood | $1.5B | 1,002 |
| HHM Wealth Advisors, LLCChattanooga | $1.5B | 1,180 |
| Virtue Capital Management, LLCBrentwood | $1.3B | 5,740 |
| Paul Winkler, Inc.Goodlettsville | $1.3B | 2,419 |
| TD Capital Management LLCMemphis | $1.2B | 445 |
Background
Questions
How much does Seven Springs Wealth Group manage?
Seven Springs Wealth Group reports $1.4B in regulatory assets under management across 1,771 accounts, 86% of it on a discretionary basis, on its Form ADV filed June 1, 2026.
How many clients does Seven Springs Wealth Group have?
It reports 384 individual clients: 201 high-net-worth individuals and 183 other individuals. Individuals account for about 89% of its regulatory assets.
Where is Seven Springs Wealth Group headquartered?
Its main office is in Brentwood, Tennessee. It reports 1 office in total and 15 employees, 11 of whom perform investment advisory functions.
How does Seven Springs Wealth Group charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Seven Springs Wealth Group use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed June 1, 2026, it reports these amounts held: Fidelity ($952M); Charles Schwab ($198M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Seven Springs Wealth Group a hybrid RIA with a broker-dealer?
Seven Springs Wealth Group reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Seven Springs Wealth Group a fiduciary?
As an SEC-registered investment adviser, Seven Springs Wealth Group owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Seven Springs Wealth Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →