Seahorse Financial Advisers Inc.

Seahorse Financial Advisers provides discretionary management of separately managed brokerage accounts for individuals, families, trusts, estates and retirement plans, overseeing roughly $86.7 million across about 20 client relationships. The firm generally serves high-net-worth household aggregates and maintains a stated $1,000,000 minimum for new accounts (waivable at the firm’s discretion).

The adviser pursues a predominantly long-term, buy-and-hold approach informed by fundamental company analysis, broader economic review and market-timing considerations, executing trades under a limited trading authority without seeking prior client approval. Operationally the firm uses a major institutional custodian relationship (Charles Schwab Institutional) and Morningstar for reporting and account processing, provides quarterly portfolio reviews, and encourages clients to adopt identity-theft protections and stronger multi-factor log-ons.

Distinctive features include that the sole investment manager also maintains active professional licenses outside the advisory business — a law license and a real-estate broker license with ownership of a real-estate firm — affiliations the brochure discloses and that are uncommon among peers. Other noteworthy elements are the very small client roster relative to assets under management, explicit personal-trading procedures that give client orders priority, and a limited business scope (the firm does not act as trustee or executor and focuses only on separately managed accounts).