|
⚲
|
| Keyboard |
| Seamount Financial Group Inc
✚
|
|
|---|---|
| CRD # | 107834 |
| SEC # | 801-56412 |
| CIK # | 0002011267 |
| AUM | 745.2 M (2026-03-25) |
| Employees | 10 (60% Investors, 60% Brokers) |
| Phone | 719-471-1171 |
| Address | 90 So Cascade Avenue Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.2 | ||
| Amazon Com Inc | 9.5 | ||
| Microsoft Corp | 3.8 | ||
| Nvidia Corp | 3.5 | ||
| SPDR Gold Trust | 3.0 | ||
| Chevron Corp | 2.9 | ||
| International Business Machines Corp | 2.4 | ||
| Broadcom Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 130.3 |
| (b) Individuals (high net worth individuals) | 181 | 589.7 |
| (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 | 14 | 23.3 |
| (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 | 2 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,609 | 745.2 |
| By Discretionary | ||
| Discretionary | 1,609 | 745.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,609 | 745.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 745.2 | |
| Total | 1,609 | 745.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011267] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Discipline Wealth Solutions Inc
✚
|
SC | 746.7 M |
|
Tillman Hartley LLC
✚
|
CO | 746.3 M |
|
Summit Investment Advisory Services LLC
✚
|
MN | 745.8 M |
|
Running Point Capital Advisors LLC
✚
|
CA | 745.6 M |
|
Beacon Global Advisor Network LLC
✚
|
GA | 745.1 M |
|
Campbell Deegan Wealth Management LLC
✚
|
VA | 745.1 M |
|
Carr Financial Group Corporation
✚
|
MA | 744.2 M |
|
Aegis Wealth Management LLC
✚
|
MD | 744.1 M |
|
Kendall Capital Management
✚
|
MD | 743.9 M |
|
Interchange Capital Partners LLC
✚
|
PA | 743.6 M |