Seaborn Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159073
- Registered since
- November 12, 2024
- Website
- www.seabornfinancial.co
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.5%
- Individuals9.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Seaborn Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm focuses on fee-based work for individual and family clients, offering financial planning and portfolio management services to individuals and small businesses. Its client billing mixes percentage-of-AUM charges with hourly and fixed-fee arrangements. The firm does not operate as a capital allocator or related adviser and is not positioned as a pension consultant. Seaborn reports it is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities5%
Contacts
3 of 3
Porter Gregory
PrincipalCRD 5989536
Benjamin Yeung
Lead AdvisorCRD 5701197
Nicholas Parker
Financial PlannerCRD 6956088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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