Seeker Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Seeker Financial LLC is a newly formed, state-registered investment adviser that provides discretionary investment management and integrated financial planning, and also offers standalone planning engagements. The firm’s brochure states it works with individuals, families, trusts, estates, charitable organizations, and small businesses, and it reported no assets under management as of the most recent filing.
The firm describes an investment process that blends fundamental analysis, passive strategies and modern portfolio theory with a preference for long-term holdings and infrequent short-term trading, implementing client accounts through an independent custodian under discretionary authority. Seeker tailors portfolios to client objectives and allows client-imposed restrictions, and it includes financial planning as part of ongoing management while also offering separate, hourly planning engagements.
Distinctive aspects in the brochure include the firm’s offering of educational seminars and speaking engagements for groups and its explicit inclusion of charitable organizations and small businesses among target client types—segments that are less typical for firms in this category. The principal also provides seasonal tax-preparation services in a separate capacity, creating an additional service relationship that prospective clients may consider when evaluating the firm.
Client services
Expertise
Fee options
$0 - $1 million: 1.20% $1 million - $5 million: 1.00% $5 million - $10 million: 0.75% Above $10 million+: 0.50%
$150.00 per hour, billed in 30 minute increments
Main office
33 Mantua Meadows Ln
Afton WY 83110
Advisors at this office
1
Most active in
Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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