SEAHORSE FINANCIAL ADVISERS INC.

Overview

Seahorse Financial Advisers Inc. is a small, owner-operated advisory firm that manages concentrated equity allocations for individual and family clients. The adviser is SEC-registered (since 2013) and bills on a percentage-of-AUM basis, delivering portfolio management services targeted at individuals and small businesses. Its stated business affiliations include a law firm and a real estate broker, and the firm’s activities indicate a comfort with real estate-related transactions alongside traditional wealth management services. Equities are the central focus of the investment approach. The firm leans heavily on exchange-traded securities—both individual listed equities and ETFs—as the primary building blocks of client portfolios. At the same time, Seahorse integrates externally managed alternative strategies and traditional insurance products to address client needs around yield, diversification, and illiquid exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices