Seastrunk Financial Management, LLC
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About
Seastrunk Financial Management serves individual and high‑net‑worth clients, as well as trusts and estates, providing investment advisory, discretionary portfolio management, and modular financial planning services. The firm offers wealth management that combines portfolio construction and ongoing monitoring with standalone investment management or one‑time and ongoing financial planning engagements.
The firm’s process begins with a Financial Check‑up and the construction of an Investment Policy, with portfolios diversified across broad asset classes and a typical emphasis on no‑load mutual funds, ETFs, and select individual securities. Seastrunk relies on fundamental analysis and implements discretionary trading, periodic rebalancing, and tax‑aware techniques (including tax‑loss harvesting) while using the eMoney Advisor™ platform and webinars to collaborate with clients.
Notably, Seastrunk integrates tax preparation into its service suite — it prepares personal income tax returns as part of overall financial management and may at times pay tax filing fees and be reimbursed by clients. The firm also emphasizes client education and digital collaboration (eMoney and webinar meetings), a combination of tax‑service integration and structured educational delivery that is less common among similarly sized advisory firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time custom financial plans and investment plans starting at a minimum fee of $1,200
$0 - $600,000: 1.00% $600,001 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.50% $5,000,000+: Negotiable
$150 per hour
Monthly bank draft subscription available for financial plans
Account minimum: $100,000 total combined accounts (with any individual account possibly as low as $3,000) Fee-only: Fee-only discretionary investment advisory services; no commissions earned by firm.
Main office
305 McLeod Street
Florence SC 29501
Advisors at this office
2
Most active in
Louisiana · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Conrad S
CFP®, Series 65
Florence, SC
Seastrunk Financial Management, LLC
Conrad Seastrunk Jr. is a CFP® with nine years of industry experience, currently serving as an advisor at Seastrunk Financial Management, LLC since 2016. He holds a Series 65 license and is based in Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm combines portfolio construction with ongoing monitoring, integrating tax preparation and client education through digital collaboration tools.
Conrad S
CFP®, Series 63
Florence, SC
Seastrunk Financial Management, LLC
Conrad Seastrunk is a CFP® professional with 15 years of industry experience and has been leading Seastrunk Financial Management Co. since 1994. He holds a Series 63 license and operates from Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm integrates tax preparation into its wealth management approach and emphasizes client education and digital collaboration through platforms like eMoney Advisor™ and webinars.
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