Data / Investment advisers / Utah / Seven Canyons Advisors, LLC
Seven Canyons Advisors, LLC, Salt Lake City, UT: $90 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Seven Canyons Advisors, LLC is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $90 million in regulatory assets under management in its Form ADV filed May 6, 2026. Its clients include pooled investment vehicles, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 2 private funds.
The request: Watch Seven Canyons Advisors, LLC (CRD number 290334): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 290334
- SEC file number
- 801-112404
- SEC status
- Approved, effective February 5, 2018
- Main office
- 22 East 100 South 4th Floor, Salt Lake City, UT 84111
- Phone
- (801) 349-2718
- Website
- sevencanyonsadvisors.com
- Regulatory AUM
- $90,029,540 in the Form ADV filed May 6, 2026
- Discretionary AUM
- $88,329,540
- Non discretionary AUM
- $1,700,000
- Accounts
- 5
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $65,806,304
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $65.8 million |
| Pension and profit sharing plans | Fewer than 5 | $17 million |
| High net worth individuals | 2 | $7.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $90 million | March 30, 2026 |
| December 1, 2025 | $121.6 million | March 31, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Octant Quantitative Investment Management LLC | Salt Lake City | $128.2 million | Not listed | adviserinfo.sec.gov |
| Wealth Foundations Partners, LLC | Salt Lake City | $110.5 million | Not listed | adviserinfo.sec.gov |
| Haynie Wealth Management LLC | Salt Lake City | $106.6 million | Not listed | adviserinfo.sec.gov |
| AG Financial | Salt Lake City | $103.5 million | Not listed | adviserinfo.sec.gov |
| Cherokee & Walker Management | Salt Lake City | $100.8 million | 4 | adviserinfo.sec.gov |
| Run Ventures | Salt Lake City | Not listed | 25 | adviserinfo.sec.gov |
| Pelion Venture Partners | Salt Lake City | Not listed | 23 | adviserinfo.sec.gov |
| El Cap Holdings Capital Partners, LLC | Salt Lake City | Not listed | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $50 million to $100 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Seven Canyons Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.