A complete list of active advisors currently associated with Seapoint Capital Management LLC

Warmer can help you find a great advisor at Seapoint Capital Management LLC or one who fits your needs even better.

Seapoint Capital Management LLC is a small, independent investment adviser that provides discretionary asset management and financial planning and consulting to individual and high‑net‑worth clients. The firm bills advisory fees based on assets under management and offers ongoing portfolio management, full financial plans, and topic‑specific consultations. The firm implements discretionary portfolios tailored to documented client objectives, risk tolerances, and time horizons, using fundamental analysis and a mix of long‑term, short‑term, and trading strategies. Account oversight is conducted on a quarterly basis with attention to rebalancing and tax‑loss harvesting opportunities, and the firm requires use of a single custodian for trade execution while noting it may receive research or other soft‑dollar benefits tied to brokerage relationships. What distinguishes Seapoint from many peers is its scale and structure: it was founded in 2024 as a sole‑practitioner, owner‑operated adviser with a very small client base and modest assets under management, and all supervision and compliance responsibilities are handled internally. The firm also focuses on higher‑net‑worth relationships rather than mass‑market retail clients, does not vote client proxies (clients retain proxy voting authority), and directs trades through a designated broker‑dealer, which may affect execution and service dynamics.

To learn more about the advisors currently working at Seapoint Capital Management LLC, 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.