Seagull Lane Asset Management LLC
Firm details
- Headquarters
- Huntington Beach, California
- CRD number
- 282566
- Registered since
- August 5, 2026
- Website
- www.bairdwalker.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI59.16%
- Individuals40.84%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Seagull Lane Asset Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registration year listed as 2026) and serves individual and family clients. It operates as a capital allocator and also carries the affiliation of a registered representative of a broker-dealer. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include a percentage-of-AUM component plus other fee structures. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.
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 Funds65%
- Exchange Traded Equities23%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
David Walker
Partner, CEOCRD 4915184
Contacts
1 of 1
Kevin Baird
President and FounderCRD 2087678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Huntington Beach, CA
Orange
Location
Huntington Beach, CA
Headquartered in Huntington Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 19671 Beach Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Stewardship Wealth Management Solutions
RIAHuntington Beach, CA
Clay Northam Wealth Management
RIAHuntington Beach, CA
Leonid Capital Partners, LLC
RIAHuntington Beach, CA
Capital Resources and Insurance, Inc
RIAHuntington Beach, CA
Weaver Consulting Group, LLC
RIAHuntington Beach, CA
Vanmay Wealth Management
RIAHuntington Beach, CA