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| Seed Planning Group LLC
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| CRD # | 188521 |
| SEC # | 801-91167 |
| CIK # | 0001765515 |
| AUM | 568.0 M (2026-05-28) |
| Employees | 28 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 607-217-5091 |
| Address | 31 Lewis Street Binghamton, NY 13901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 16.4 | ||
| Apple Inc | 16.2 | ||
| Alphabet Inc | 14.2 | ||
| FPL Group Inc | 13.8 | ||
| Linde PLC | 13.4 | ||
| CB Richard Ellis Group Inc | 13.4 | ||
| Facebook Inc | 13.4 | ||
| Sherwin Williams Co | 13.2 | ||
| Thermo Fisher Scientific Inc | 12.7 | ||
| Agilent Technologies Inc | 12.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 141.7 |
| (b) Individuals (high net worth individuals) | 182 | 415.3 |
| (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 | 10 | 9.5 |
| (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 | 5 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,027 | 568.0 |
| By Discretionary | ||
| Discretionary | 2,027 | 568.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,027 | 568.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 568.0 | |
| Total | 2,027 | 568.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001765515] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 25 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Act Wealth Management LLC
✚
|
TX | 568.8 M |
|
Freedom Investment Management Inc
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CT | 568.7 M |
|
BR Capital Advisors LLC
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FL | 568.4 M |
|
FCG Investment Company
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TN | 568.2 M |
|
Scissortail Wealth Management LLC
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OK | 568.2 M |
|
Liberty Square Wealth Partners LLC
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|
PA | 567.8 M |
|
Mascoma Wealth Management LLC
✚
|
NH | 567.8 M |
|
Prentice Wealth Management LLC
✚
|
NY | 567.5 M |
|
FFG Partners LLC
✚
|
FL | 567.4 M |
|
FREC Advisers LLC
✚
|
CA | 567.2 M |