Ten Seven Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 6 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Ten Seven Capital provides portfolio management, financial planning, and family office services to individual and family clients and publishes a weekly subscription newsletter. The firm’s ADV discloses that it currently reports no assets under management and no client accounts.
The firm documents client goals and risk tolerances in investment policy statements and offers both discretionary and non-discretionary portfolio management, using fundamental, quantitative, and technical analysis with a long-term trading orientation. Its stated investment universe includes mutual funds, fixed income, ETFs (including precious metal ETFs), non-U.S. securities, private placements, and cryptocurrency-related exposures, and it serves as portfolio manager and sponsor of a wrap-fee program.
Noteworthy aspects relative to peers include operating as a solo practitioner while sponsoring a wrap-fee program and distributing a weekly newsletter, all of which are uncommon for similarly sized supported firms. The firm also discloses family office offerings and a separate cryptocurrency consulting initiative for financial professionals, and that its principal is licensed to sell insurance — a relationship the firm identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Family office services
Expertise
Family Business
Retirement income strategy
Charitable giving & philanthropy
Income planning
Fee options
Family Office Services: $50,000 to $1,000,000 per year
2.00% annually
$275 - $500 per hour
Newsletter provided free of charge
Main office location
Ten Seven Capital
405 Fifth Avenue South, Suite 7
Naples FL 34102-6515, United States
Number of offices
2
Most active in
Ten Seven Capital has reported serving >5 clients in these states in the last 12 months.
Florida · Maine · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")