SEASTRUNK FINANCIAL MANAGEMENT, LLC

Overview

Seastrunk Financial Management, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients, along with small-business relationships. The firm delivers financial planning and discretionary portfolio management as its core advisory services and lists accounting among its business activities, suggesting integration of tax and bookkeeping perspectives into client advice. Filings indicate a fee model that includes a percentage-of-AUM option alongside hourly and fixed-fee arrangements, which supports both ongoing advisory relationships and one-off planning engagements. Investment execution centers on pooled public vehicles as the primary building blocks for client portfolios, while the firm supplements core allocations with third-party alternative asset managers. Seastrunk does not position itself as an ESG-focused allocator, and it operates on a relatively compact, single-state footprint. Given the firm’s size and client base, portfolios are likely built for broad diversification and income/total-return objectives using mutual funds and externally managed alternative funds rather than large-scale direct private investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices