AI Stock Prophet, LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Akron, Ohio
CRD number
340421
Registered since
May 8, 2026
Fee structure
Fixed Fees, Other
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

AI Stock Prophet, LLC is a privately held limited liability company that provides portfolio management services oriented to individuals, families and small-business clients. The firm is registered with the SEC and completed its registration in 2026. Ownership is individual/owner-run and the business reports a fee model made up of fixed fees alongside other, unspecified fee arrangements. The adviser does not self-identify as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a capital allocator or pension consultant. Advisory activity is focused on direct portfolio management for individual and small-business clients rather than institutional or large intermediated mandates. Given its owner-type structure and client base, the firm appears positioned as a small, client-facing practice rather than a provider of outsourced CIO or sub-advisory solutions.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Scott Sejka

    CRD 2439408

  • Aidan Oneill

    Co-FounderCRD 8118529

  • Tina Basinger

    CRD 3193663

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Akron, OH

Summit

Location

Akron, OH

Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Summit
Address
388 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth