Appleseed Advisory, LLC

Overview

Appleseed Advisory, LLC is an SEC-registered limited liability company that describes itself as an institutional registered investment adviser. The firm’s SEC registration is listed as 2026 and ownership is indicated as an individual proprietor. Public records flag several operational attributes: it is not identified as a capital allocator, it does not self-identify as an active ESG investor, and it is not registered as a multi-state adviser, pension consultant, or related adviser. Disclosure around the firm’s client focus, specific advisory services, and business activities is minimal in the available filings. Fee structure is recorded as “Other,” but there are no further details on pricing models, target client segments, or service lines in the source data.

Assets & Accounts

Location & Offices