A complete list of active advisors currently associated with Seahorse Financial Advisers Inc.

Warmer can help you find a great advisor at Seahorse Financial Advisers Inc. or one who fits your needs even better.

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).

To learn more about the advisors currently working at Seahorse Financial Advisers Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.