RIA Intel›Advisers›Minnesota›7TH ST. FINANCIAL INC

7TH ST. FINANCIAL INC

Advisory

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account

$215K

across 61 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

LEROY S WENZEL

$14M

ARCH WILLIAM SPENCER III

$14M

SONA FINANCIAL, LLC

$14M

ADAPTIVE FINANCIAL DESIGN LLC

$14M

RISING FINANCIAL, LLC

$12M

EFS FINANCIAL RESOURCES, LLC

MANKATO, MN

$12M

-76.1% 1Y

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