SEAGRASS FINANCIAL, LLC

Overview

Seagrass Financial, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an hourly and fixed-fee model rather than charging percent-of-assets-based advisory fees, which points to a planning-centric client engagement and potentially project-based work alongside ongoing investment management. Investment activity is concentrated in public pooled vehicles; the firm prefers mutual funds and similar public fund structures as the primary allocation vehicle, with discretionary portfolios managed on behalf of its client base. Seagrass Financial does not list active ESG investing, pension consulting, or multi-state adviser activity. Its client base is primarily individual and family relationships, suggesting tailored planning and wealth management services for high-net-worth households rather than institutional mandates. The firm is not identified as a capital allocator to third‑party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices