7two

5 registered advisors · 0 reported ETFs · $0 reported ETF value · $230.4M regulatory AUM

7two is an investment adviser that files Form ADV with the SEC in Denver, CO, with 5 registered advisors, reporting $230.4M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-06-12 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$230.4MLowTop 70%
  • Clients per advisor11.4LowTop 88%
  • Average AUM per client$4MModerateTop 48%
  • High-net-worth share of clients73.7%HighTop 8.1%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-06-12. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2024-01-17
SEC file number
801-129353
Form version
10/2021
Latest Form ADV filing
2026-06-12
Address
100 Fillmore Street, 5th Floor, Denver, CO 80206, United States
Phone
(720) 477-7274
Website
https://7two.co

Size

People and clients

Items 5.A through 5.D.

Employees
7
Registered advisors
5
Offices
4
Clients
57
Clients per advisor
11.4
High-net-worth share of clients
73.7%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$230,391,190
Discretionary AUM
$230,391,190
Non-discretionary AUM
$0
Total accounts
171
Average AUM per client
$4,041,951

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals42 clients
    $169.6M
  • Pooled investment vehicles3 clients
    $59.5M
  • Individuals (non-HNW)12 clients
    $1.2M

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Portfolio Management: Pooled Investment Vehicles; Portfolio Management: Businesses or Institutional Clients; Selection of Other Advisers
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription)
Affiliations
Related Person Is: Sponsor or GP of Pooled Investment Vehicl; Adviser to Any Private Fund
Custody
Adviser Has Custody of Client Cash; Adviser Has Custody of Client Securities; Adviser Custody Amount ($); Adviser Custody Clients (Count); Related Person Has Custody of Client Cash; Related Person Has Custody of Client Securities; Related Person Custody Amount ($); Related Person Custody Clients (Count)

Source: SEC Form ADV filed by CRD 328900. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
100 Fillmore StreetDenverCO5
770 Legacy PlaceDedhamMA1
Incline Village, NVIncline VillageNV1
Park City, UTPark CityUT1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.