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 registered investment adviser that began reporting in 2016 and is owned by an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients, and positions itself as a capital allocator that constructs and manages portfolios across pooled vehicles and separate accounts. Its advisory palette includes financial planning, portfolio management for individuals, businesses and pooled vehicles, pension consulting services, and the selection of other advisers. The firm also takes sponsor/GP and managing‑member roles in pooled investment vehicles. Seneca House does not identify as an active ESG investor and is not flagged as a multi‑state adviser.