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 is a small, state-registered advisory firm that provides discretionary asset management and financial planning and consulting to individuals and high‑net‑worth clients. The firm manages roughly $3.58 million in discretionary assets for a very small client base and offers full financial plans and topic‑specific consultations, with plan deliverables described as typically completed within 30 days. The firm’s investment work is discretionary and driven by client‑documented goals, time horizons and risk tolerances, using fundamental analysis and a mix of long‑ and short‑term strategies as appropriate. Seapoint requires clients to use a specific custodian (Interactive Brokers), bills asset‑management fees in arrears, and conducts periodic compliance and personal‑trading reviews to monitor adherence to its Code of Ethics. Noteworthy differences from many peers include the firm’s very small scale and recent start (founded in 2024 with the owner managing advisory activities), an explicit requirement that clients custody assets at Interactive Brokers, and a practice of not voting client proxies (clients receive and vote their own proxies). The brochure also discloses potential soft‑dollar benefits from custodians and notes limited custody only to the extent of fee deductions.

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.