SEVEN CANYONS ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $90.0M |
| Discretionary | $88.3M98% of AUM |
| Non-Discretionary | $1.7M |
| Client Accounts | 5 |
| Avg Account Size | $18.0M |
| Employees | 6 |
| Peak AUM | $317.7MFeb 2021 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $90M | 26.0% | 19.3% | 21.7% | |
| Discretionary AUM | $88M | ||||
Key Metrics
| Total AUM | $90.0M |
| Discretionary | $88.3M |
| Employees | 6 |
| Client Accounts | 5 |
| Client Range | 0 |
Contact & Location
Address
22 EAST 100 SOUTH
SALT LAKE CITY UT 84111
Phone
801-349-2718
Filing History
28 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$88M
98.1% of AUM
Non-Discretionary
$2M
1.9% of AUM
Disc. mix ▼ 1.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm