Seastrunk Financial Management, LLC

RIASEC Registered
Total AUM
$72.2M
Discretionary
$72.2M
100% of AUM
Avg account
$225K
Accounts
321
Employees
2
Advisory reps
2

Firm details

Headquarters
Florence, South Carolina
CRD number
149660
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI64.88%
  • Individuals35.12%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Seastrunk Financial Management, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients and small-business portfolio management. The firm combines financial planning services with portfolio management and offers fee arrangements that include a percentage of assets under management alongside hourly and fixed-fee options. The team also lists accounting among its business activities, indicating integrated tax or bookkeeping capabilities alongside advisory work. Seastrunk is not positioned as a multi-state adviser or active ESG investor, and it does not serve as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Exchange Traded Equities 16%, Cash & Cash Equivalents 1%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Conrad Seastrunk

    Conrad Seastrunk

    Financial PlannerCRD 6749813

  • Conrad Seastrunk

    Conrad Seastrunk

    OwnerCRD 1889535

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Florence, SC

Florence

Location

Florence, SC

Headquartered in Florence, SC, in the South of the United States.

Region
South
County
Florence
Address
305 Mc Leod St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth