|
⚲
|
| Seaborn Financial LLC
✚
|
|
|---|---|
| CRD # | 159073 |
| SEC # | 801-131434 |
| CIK # | |
| AUM | $151.3 M (2026-06-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 512-814-7258 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 14.4 |
| (b) Individuals (high net worth individuals) | 49 | 136.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 507 | 151.3 |
| By Discretionary | ||
| Discretionary | 507 | 151.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 507 | 151.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.3 | |
| Total | 507 | 151.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Unified Wealth Management LLC
✚
|
FL | 0.2 |
|
Cote Financial Management LLC
✚
|
0.2 | |
|
Drystone LLC
✚
|
0.2 | |
|
Sound Portfolio Advisors LLC
✚
|
CT | 0.2 |
|
St Nicholas Private Asset Management Inc
✚
|
FL | 0.2 |
|
Rexford Capital Inc
✚
|
0.2 | |
|
Karani Asset Management LLC
✚
|
NY | 0.2 |
|
Opus Financial Solutions LLC
✚
|
IL | 0.2 |
|
Carmandalian Financial Group LLC
✚
|
CA | 0.2 |
|
Prosper Private Wealth LLC
✚
|
AZ | 0.2 |