Overview
Assets Under Management: $87 million
Headquarters: MILLBROOK, NY
High-Net-Worth Clients: 19
Average Client Assets: $4.5 million
Frequently Asked Questions
SEAHORSE FINANCIAL ADVISERS INC. 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 #117407), SEAHORSE FINANCIAL ADVISERS INC. is subject to fiduciary duty under federal law.
SEAHORSE FINANCIAL ADVISERS INC. is headquartered in MILLBROOK, NY.
SEAHORSE FINANCIAL ADVISERS INC. serves 19 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, SEAHORSE FINANCIAL ADVISERS INC. offers portfolio management for individuals. View all service details ↓
SEAHORSE FINANCIAL ADVISERS INC. manages $87 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, SEAHORSE FINANCIAL ADVISERS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.43%
Average Client Assets: $4.5 million
Total Client Accounts: 20
Discretionary Accounts: 20
Regulatory Filings
CRD Number: 117407
Filing ID: 2055317
Last Filing Date: 2026-02-18 10:03:10