Seaborn Financial, LLC

Overview

Seaborn Financial, LLC is an independent registered investment advisor organized as a limited liability company. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. Its fee model includes a percentage-of-AUM option supplemented by hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project‑based planning work. Investment activity centers on public pooled funds and mutual funds as the primary implementation vehicle. The firm does not identify as an active ESG investor and is not listed as a capital allocator—its role is portfolio manager and planner rather than a multi-manager platform. The advisory registration is recent (2024), and the firm operates under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices