Overview
Assets Under Management: $151 million
High-Net-Worth Clients: 49
Average Client Assets: $2.8 million
Frequently Asked Questions
SEABORN FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159073), SEABORN FINANCIAL, LLC is subject to fiduciary duty under federal law.
SEABORN FINANCIAL, LLC serves 49 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, SEABORN FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SEABORN FINANCIAL, LLC manages $151 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, SEABORN FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.50%
Average Client Assets: $2.8 million
Total Client Accounts: 507
Discretionary Accounts: 507
Regulatory Filings
CRD Number: 159073
Filing ID: 2079575
Last Filing Date: 2026-03-23 12:12:19