DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Seven Springs Wealth Group
Legal name Seven Springs Wealth Group, LLC
Latest filing Jun 1, 2026
First filing on the tape Mar 30, 2012 · 35 filings
SEC status approved since Sep 2, 2005
RAUM
$1.4B
reported, Item 5.F
Discretionary
86%
of RAUM
Private clients
89%
$1.3B individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$176M
derived; firm RAUM over IAPD count
Employees
15
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$1.4B as of Jun 1, 2026
Mar 30, 2012$140M then
HNW client RAUM$1.2B as of Jun 1, 2026
Mar 21, 2018$350M then
State-registered IARs (5.B.3)9 as of Jun 1, 2026
Mar 30, 20120 then
Employees (5.A)15 as of Jun 1, 2026
Mar 28, 20134 then
Private funds: no history
RAUM +17% over the last fiscal year+35% a year over threeIARs 10 to 9offices 1 to 0
Practice profile
derived from the filing of Jun 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $176MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 48derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.8MderivedHNW RAUM over HNW clients
- Average account
- $794,812derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 86%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- -10%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $566M, 172 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.2B83%
- Pension and profit-sharing plans$153M11%
- Individuals$84.2M6.0%
- Individual clients
- 183reported
- HNW clients
- 201reported
- Pension plan clients
- 16reported
- Charitable clients
- n/areported
- Accounts
- 1,771reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $566M for 172 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeremy Patrick HutzelCertified Financial Planner, Chartered Financial Analyst | Brentwood, Tn | Feb 4, 2010 | 21 y | 0 |
| Jenny Elaine WilsonCertified Financial Planner | Brentwood, Tn | Mar 4, 2014 | 18 y | 0 |
| Andrew Charles MichaelChartered Financial Analyst | Brentwood, Tn | Jan 4, 2016 | 11 y | 0 |
| Paul MckannaChartered Financial Analyst | Brentwood, Tn | Jun 17, 2022 | 12 y | 0 |
| Matthew Parks | Brentwood, Tn | Aug 11, 2022 | 11 y | 1 |
| Dennis Charles CarterCertified Financial Planner | Brentwood, Tn | Mar 10, 2023 | 14 y | 0 |
| Hunter Pierce Anderson | Brentwood, Tn | Nov 4, 2024 | 13 y | 1 |
| Michael Hunter YarbroughCertified Financial Planner | Brentwood, Tn | Jan 7, 2025 | 11 y | 2 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 13% of current headcount2 left over 36 months
Left, latest
- Robert Everett Mefford to Defining WealthJul 31, 2026 · RIA to a state-registered adviser
- Blake Taylor Hummel to Defining WealthSep 11, 2025 · RIA to a state-registered adviser
- Kimberly Voigt to United Wealth Management, LLCJul 25, 2023 · RIA to RIA
Joined, latest
- Michael Hunter Yarbrough from Rfg Advisory, LLCJan 7, 2025 · RIA to RIA
- Hunter Pierce Anderson from Prudent Street Financial Advisors, LLCNov 4, 2024 · RIA to RIA
- Matthew Parks from Dean Dorton Wealth Management, LLCAug 11, 2022 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Patrick Jeremy Hutzel · President/Chief Compliance Officer/Managing Membercontrolsince 02/2016 · owns less than 5%
- Michelle Aubrie Hutzel · Trustee/Ownersince 02/2024 · owns 50% to 75%
- Charles Andrew Michael · Partner & Chief Investment Officersince 07/2025 · owns 5% to 10%
- Elaine Jenny Wilson · Partner & Director Of Financial Planning Officersince 07/2025 · owns 5% to 10%
Entity owners
- Jeremy And Aubrie Hutzel Living Trust Dtd 11/30/2021 · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Brentwood, Tn · principal | 8 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Brentwood, TN3 employees
What changed
consecutive filings, newest first
- Accounts · 1,534 to 1,771Jul 31, 2025 to Mar 26, 2026
- Advisory employees · 15 to 11Jul 31, 2025 to Mar 26, 2026
- HNW clients · 168 to 201Jul 31, 2025 to Mar 26, 2026
- Individual clients · 188 to 183Jul 31, 2025 to Mar 26, 2026
- Pension plan clients · 17 to 16Jul 31, 2025 to Mar 26, 2026
- Assets in custody · $516M to $566MJul 31, 2025 to Mar 26, 2026
- Employees · 18 to 15Jul 31, 2025 to Mar 26, 2026
- State-registered IARs · 10 to 9Jul 31, 2025 to Mar 26, 2026
- Other offices · 1 to 0Jul 31, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.0B to $1.2BJul 31, 2025 to Mar 26, 2026
- HNW RAUM · $976M to $1.2BJul 31, 2025 to Mar 26, 2026
- Individual RAUM · $79.4M to $84.2MJul 31, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $195M to $201MJul 31, 2025 to Mar 26, 2026
- Pension RAUM · $151M to $153MJul 31, 2025 to Mar 26, 2026
- RAUM · $1.2B to $1.4BJul 31, 2025 to Mar 26, 2026
- Financial planning clients · 251-500 to 251-500Mar 25, 2025 to Jul 31, 2025
- Accounts · 1,057 to 1,534Nov 1, 2024 to Mar 25, 2025
- Advisory employees · 8 to 15Nov 1, 2024 to Mar 25, 2025
- HNW clients · 112 to 168Nov 1, 2024 to Mar 25, 2025
- Individual clients · 106 to 188Nov 1, 2024 to Mar 25, 2025
- Pension plan clients · unset to 17.0Nov 1, 2024 to Mar 25, 2025
- Assets in custody · $387M to $516MNov 1, 2024 to Mar 25, 2025
- Employees · 10 to 18Nov 1, 2024 to Mar 25, 2025
- Financial planning clients · 101-250 to 251-500Nov 1, 2024 to Mar 25, 2025
- State-registered IARs · 6 to 10Nov 1, 2024 to Mar 25, 2025
- Discretionary RAUM · $730M to $1.0BNov 1, 2024 to Mar 25, 2025
- HNW RAUM · $721M to $976MNov 1, 2024 to Mar 25, 2025
- Individual RAUM · $44.4M to $79.4MNov 1, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $34.9M to $195MNov 1, 2024 to Mar 25, 2025
- Pension RAUM · unset to 150968464.0Nov 1, 2024 to Mar 25, 2025
- RAUM · $765M to $1.2BNov 1, 2024 to Mar 25, 2025
- Advisory activities · 3 to 4Oct 8, 2024 to Nov 1, 2024
- Other offices · 0 to 1Oct 8, 2024 to Nov 1, 2024
- Business name · SEVEN SPRINGS WEALTH GROUP, LLC to SEVEN SPRINGS WEALTH GROUPMar 4, 2024 to Oct 8, 2024
- Accounts · 1,069 to 1,057Apr 28, 2023 to Mar 4, 2024
- Advisory employees · 7 to 8Apr 28, 2023 to Mar 4, 2024
- HNW clients · 98 to 112Apr 28, 2023 to Mar 4, 2024
- Individual clients · 115 to 106Apr 28, 2023 to Mar 4, 2024
- Assets in custody · $146M to $387MApr 28, 2023 to Mar 4, 2024
- State-registered IARs · 7 to 6Apr 28, 2023 to Mar 4, 2024
Signals
7 dated events
- Robert Everett Mefford left Seven Springs Wealth Group for Defining Wealth (registered 2026-08-26)Jul 31, 2026 · Advisor changed firm · fact
- Blake Taylor Hummel left Seven Springs Wealth Group for Defining Wealth (registered 2025-12-04)Sep 11, 2025 · Advisor changed firm · fact
- Seven Springs Wealth Group reported RAUM $1.2B, up 58% from $765.1M (2024-11-01 to 2025-03-25)Mar 25, 2025 · RAUM change · derived
- Seven Springs Wealth Group reported RAUM $765.1M, up 33% from $575.5M (2023-04-28 to 2024-03-04)Mar 4, 2024 · RAUM change · derived
- Kimberly Voigt left Seven Springs Wealth Group for United Wealth Management, Llc (registered 2023-10-30)Jul 25, 2023 · Advisor changed firm · fact
- Seven Springs Wealth Group reported RAUM $664.4M, up 26% from $528.7M (2021-09-24 to 2022-03-09)Mar 9, 2022 · RAUM change · derived
- Seven Springs Wealth Group reported RAUM $462.0M, up 34% from $343.8M (2019-03-19 to 2020-03-06)Mar 6, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 615-370-1253reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/sevenspringswealthgroupllcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- sevenspringswealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 615-370-1253reportedpublic record, Form ADV, Jun 1, 2026
- Team page
- sevenspringswealth.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $176Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026