Seneca House Advisors

RIASEC RegisteredEst. 2016

Total AUM

$506M

Discretionary

$481M

95% of AUM

Avg account

$427K

Accounts

1,184

Employees

Advisory reps

Firm details

Headquarters: Richmond, Virginia
CRD number: 210519
Registered since: December 6, 2016
Website: senecahouseadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI82.82%
Individuals16.67%
Pooled Investment Vehicles0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Seneca House Advisors is an independent, SEC-registered RIA that began registration in 2016 and is owned by an individual. The firm serves both high-net-worth individuals and institutional clients and positions itself as a capital allocator that combines financial planning with portfolio management across single‑client and pooled vehicles. Its advisory services include financial planning, portfolio management for individuals, businesses and pooled investment vehicles, pension consulting and selection of other advisers. Seneca House offers a range of fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — and acts as a sponsor/GP/managing member for pooled investment vehicles.