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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

7TWELVE ADVISORS, LLC

CRD 149849

NASHVILLE, TN

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:d3ff3b27-0d94-b783-67cd-5718d20fb5f5

Data as of Jul 9, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Feb 6, 2012 to Jul 9, 2022
24 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $49.0MItem 5.F on the latest filing (2022-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $49.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-71758
CRD: 149849
Filings on the tape: 24
First filed: Feb 6, 2012
Latest filed: Jul 9, 2022
Organised: Limited Liability Company, Tennessee

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
Martin, Andrew, D	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND PRESIDENT	C	yes	11/2008	Feb 6, 2012	Jul 9, 2022
EISEN, STEVEN, JEFFREY	MANAGING MEMBER	B	no	11/2008	Feb 6, 2012	Jul 9, 2022
GOERS, BRENTON, JAMES	MANAGING MEMBER	Na	no	08/2012	Feb 16, 2022	Jul 9, 2022
HUNT, JAMES, VAUGHN	MANAGING MEMBER	Na	no	11/2011	Feb 16, 2022	Jul 9, 2022
ISRAELSEN, CRAIG, LAMONT	MANAGING MEMBER	B	no	11/2008	Feb 6, 2012	Jul 9, 2022
JULIUS AND SONIA DOOCHIN, LLC	MANAGING MEMBER	B	no	06/2010	Feb 6, 2012	Jul 9, 2022
JW PARTNERS, LLC	MANAGING MEMBER	Na	no	10/2011	Feb 16, 2022	Jul 9, 2022
LIDDELL, WILLIAM, CLARK	MANAGING MEMBER	Na	no	08/2012	Feb 16, 2022	Jul 9, 2022

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Feb 16, 2022	$48.0M	$48.0M	3	1	0	n/a	n/a
2020	Feb 11, 2021	$48.0M	$48.0M	2	1	0	n/a	n/a
2019	Mar 12, 2020	$58.0M	$58.0M	2	1	0	n/a	n/a
2018	Feb 13, 2019	$60.0M	$60.0M	2	1	0	n/a	n/a
2017	Feb 7, 2018	$75.9M	$75.9M	4	1	0	n/a	n/a
2016	Feb 8, 2017	$77.0M	$77.0M	5	1	n/a	n/a	n/a
2015	Mar 12, 2016	$79.8M	$79.8M	4	1	n/a	n/a	n/a
2014	Feb 19, 2015	$91.0M	$91.0M	3	1	n/a	n/a	n/a
2013	Feb 24, 2014	$57.0M	$57.0M	2	1	n/a	n/a	n/a
2012	Feb 5, 2013	$18.0M	$18.0M	2	1	n/a	n/a	n/a
2011	Feb 6, 2012	$2.0M	$2.0M	n/a	n/a	n/a	n/a	n/a

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
2021	$49.0M	$48.0M	2.0%	$60.0M	-6.6%	3	2	0	0

Relationships

Controls (1)

← Martin, Andrew, DOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND PRESIDENT, ownership code C, individual
Feb 6, 2012 to presentfactForm ADV

Owns (7)

← HUNT, JAMES, VAUGHNOwnerMANAGING MEMBER, ownership code NA, individual
Feb 16, 2022 to presentfactForm ADV
← GOERS, BRENTON, JAMESOwnerMANAGING MEMBER, ownership code NA, individual
Feb 16, 2022 to presentfactForm ADV
← ISRAELSEN, CRAIG, LAMONTOwnerMANAGING MEMBER, ownership code B, individual
Feb 6, 2012 to presentfactForm ADV
← EISEN, STEVEN, JEFFREYOwnerMANAGING MEMBER, ownership code B, individual
Feb 6, 2012 to presentfactForm ADV
← LIDDELL, WILLIAM, CLARKOwnerMANAGING MEMBER, ownership code NA, individual
Feb 16, 2022 to presentfactForm ADV
← JULIUS AND SONIA DOOCHIN, LLCOwnerMANAGING MEMBER, ownership code B, domestic entity
Feb 6, 2012 to presentfactForm ADV
← JW PARTNERS, LLCOwnerMANAGING MEMBER, ownership code NA, domestic entity
Feb 16, 2022 to presentfactForm ADV

Registered with (2)

← Andrew D MartinAdvisorregistration: previous registration
Feb 6, 2012 to Mar 30, 2023factForm ADV
← CHRISTOPHER BLAKE RADFORDAdvisorregistration: previous registration
Oct 31, 2012 to Aug 23, 2013factForm ADV

Dated events

Occurred
Mar 30, 2023
Advisor changed firm
Andrew D Martin left 7Twelve Advisors, Llc for Silver Oak Securities, Inc. (registered 2017-11-08)
Form ADVobserved 4 days ago
Occurred
Feb 13, 2019
Control person left
Victor Frank Serebrin (Chief Marketing Officer) no longer on Schedule A of 7Twelve Advisors, Llc (listed 2018-10-30, absent 2019-02-13)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3ff3b27-0d94-b783-67cd-5718d20fb5f5
First observed: Feb 6, 2012
Last observed: Jul 9, 2022 51 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.

7TWELVE ADVISORS, LLC

CRD 149849

NASHVILLE, TN

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:d3ff3b27-0d94-b783-67cd-5718d20fb5f5

Data as of Jul 9, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Martin, Andrew, D

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND PRESIDENT

yes

11/2008

Feb 6, 2012

Jul 9, 2022

EISEN, STEVEN, JEFFREY

MANAGING MEMBER

11/2008

Feb 6, 2012

Jul 9, 2022

GOERS, BRENTON, JAMES

MANAGING MEMBER

08/2012

Feb 16, 2022

Jul 9, 2022

HUNT, JAMES, VAUGHN

MANAGING MEMBER

11/2011

Feb 16, 2022

Jul 9, 2022

ISRAELSEN, CRAIG, LAMONT

MANAGING MEMBER

11/2008

Feb 6, 2012

Jul 9, 2022

JULIUS AND SONIA DOOCHIN, LLC

MANAGING MEMBER

06/2010

Feb 6, 2012

Jul 9, 2022

JW PARTNERS, LLC

MANAGING MEMBER

10/2011

Feb 16, 2022

Jul 9, 2022

LIDDELL, WILLIAM, CLARK

MANAGING MEMBER

08/2012

Feb 16, 2022

Jul 9, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Feb 16, 2022

$48.0M

n/a

2020

Feb 11, 2021

$48.0M

n/a

2019

Mar 12, 2020

$58.0M

n/a

2018

Feb 13, 2019

$60.0M

n/a

2017

Feb 7, 2018

$75.9M

n/a

2016

Feb 8, 2017

$77.0M

n/a

2015

Mar 12, 2016

$79.8M

n/a

2014

Feb 19, 2015

$91.0M

n/a

2013

Feb 24, 2014

$57.0M

n/a

2012

Feb 5, 2013

$18.0M

n/a

2011

Feb 6, 2012

$2.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$49.0M

$48.0M

2.0%

$60.0M

-6.6%