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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SEVEN MILE ADVISORY LLC

CRD 324114

TALLAHASSEE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c04d2f41-70f8-5bd3-3b93-6f9c1a252b6c

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 0
Observed: Jan 12, 2023 to Apr 1, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $417MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $417M
Private client RAUM: $417MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $104Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 320
High net worth clients: 36
Custody, client assets: $68.6M
SEC number: 801-127330
CIK: 1987932
CRD: 324114
Filings on the tape: 12
First filed: Jan 12, 2023
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, NJ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAMELA NESSA PERSKIE	n/a	TALLAHASSEE, FL \| LITTLE SILVER, NJ	3	22	2	no
Nicole Jennifer Araya	n/a	DENVER, CO \| TALLAHASSEE, FL	3	11	1	no
Michael Joseph Cappadona	Certified Financial Planner	TALLAHASSEE, FL \| FOXBOROUGH, MA	0	11	1	no
EMILY LOUISE DAROSA	Certified Financial Planner	Tarrytown, NY \| TALLAHASSEE, FL	0	12	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PERSKIE, JOSEPH, ROBERT	Owner	C	yes	01/2023	Jan 12, 2023	Nov 7, 2024
PERSKIE, PAMELA, NESSA	PRESIDENT/CHIEF EXECUTIVE OFFICER	E	yes	01/2023	Jan 12, 2023	Nov 7, 2024
PLUMMER, CHRISTOPHER, GEORGE	CHIEF COMPLIANCE OFFICER	Na	yes	06/2023	Jun 13, 2023	Nov 7, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	1	no
NEW YORK	NY	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$417M	$417M	4	4	4	n/a	n/a
2024	Mar 28, 2025	$382M	$382M	4	3	3	n/a	n/a
2023	Mar 19, 2024	$328M	$328M	4	4	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	25.0%	1	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$417M	$382M	9.1%	n/a	n/a	4	4	4	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MARINER INDEPENDENT	2	Mar 31, 2023	Mar 29, 2023	LITTLE SILVER, NJ	Team lift out	RIA to new firm	3.3%

Relationships

Affiliated with (1)

← MINDSET WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, control
factForm ADV

Registered with (6)

← EMILY LOUISE DAROSAAdvisorregistration: previous registration
Apr 17, 2023 to Dec 2, 2024factForm ADV
← Michael Joseph CappadonaAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← Nicole Jennifer ArayaAdvisorregistration: current employment
Apr 13, 2023 to presentfactForm ADV
← PAMELA NESSA PERSKIEAdvisorregistration: current employment
Mar 29, 2023 to presentfactForm ADV
← Lily Haili ZhangAdvisorregistration: previous registration
Feb 6, 2025 to Jun 1, 2026factForm ADV
← KEITH J. FEINBERGAdvisorregistration: previous registration
Mar 29, 2023 to Nov 7, 2024factForm ADV

Controls (3)

← PLUMMER, CHRISTOPHER, GEORGEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 13, 2023 to Nov 7, 2024factForm ADV
← PERSKIE, PAMELA, NESSAOwnerPRESIDENT/CHIEF EXECUTIVE OFFICER, ownership code E, individual
Jan 12, 2023 to Nov 7, 2024factForm ADV
← PERSKIE, JOSEPH, ROBERTOwnerOWNER, ownership code C, individual
Jan 12, 2023 to Nov 7, 2024factForm ADV

Moved with (1)

← MARINER INDEPENDENTRegistered adviser2 advisors, team lift out, same day
Mar 31, 2023 to Mar 29, 2023factForm ADV

Dated events

Occurred
Jun 1, 2026
Advisor changed firm
Lily Haili Zhang left Seven Mile Advisory Llc for Pcm Encore, Llc (registered 2026-07-06)
Form ADVobserved 6 days ago
Occurred
Dec 2, 2024
Advisor changed firm
Emily Louise Darosa left Seven Mile Advisory Llc for Range Advisory, Llc (registered 2025-02-09)
Form ADVobserved 6 days ago
Occurred
Nov 7, 2024
Advisor changed firm
Keith J. Feinberg left Seven Mile Advisory Llc for Five Eleven Partners (registered 2025-05-21)
Form ADVobserved 6 days ago
Occurred
Jun 13, 2023
Control person left
Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Seven Mile Advisory Llc (listed 2023-04-28, absent 2023-06-13)
Form ADVobserved 6 days ago
Occurred
Jun 13, 2023
Control person joined
George Christopher Plummer (Chief Compliance Officer) appeared on Schedule A of Seven Mile Advisory Llc
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Team lift-out
2 advisors left Mariner Independent (Little Silver, NJ) for Seven Mile Advisory LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jan 12, 2023
First Form ADV filing
Seven Mile Advisory Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c04d2f41-70f8-5bd3-3b93-6f9c1a252b6c
First observed: Jan 12, 2023
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SEVEN MILE ADVISORY LLC

CRD 324114

TALLAHASSEE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c04d2f41-70f8-5bd3-3b93-6f9c1a252b6c

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAMELA NESSA PERSKIE

n/a

TALLAHASSEE, FL | LITTLE SILVER, NJ

Nicole Jennifer Araya

n/a

DENVER, CO | TALLAHASSEE, FL

Michael Joseph Cappadona

Certified Financial Planner

TALLAHASSEE, FL | FOXBOROUGH, MA

EMILY LOUISE DAROSA

Certified Financial Planner

Tarrytown, NY | TALLAHASSEE, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PERSKIE, JOSEPH, ROBERT

Owner

yes

01/2023

Jan 12, 2023

Nov 7, 2024

PERSKIE, PAMELA, NESSA

PRESIDENT/CHIEF EXECUTIVE OFFICER

yes

01/2023

Jan 12, 2023

Nov 7, 2024

PLUMMER, CHRISTOPHER, GEORGE

CHIEF COMPLIANCE OFFICER

yes

06/2023

Jun 13, 2023

Nov 7, 2024

City

State

Country

Employees

Also broker-dealer

Denver

United States

NEW YORK

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$417M

n/a

2024

Mar 28, 2025

$382M

n/a

2023

Mar 19, 2024

$328M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$417M

$382M

9.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MARINER INDEPENDENT

Mar 31, 2023

Mar 29, 2023

LITTLE SILVER, NJ

Team lift out

RIA to new firm

3.3%