S
Seeker Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
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
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
General estate planning guidance
Tax strategies for small businesses
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 location
Seeker Financial LLC
33 Mantua Meadows Ln
Afton WY 83110, United States
Number of offices
1
Most active in
Seeker Financial LLC has reported serving >5 clients in these states in the last 12 months.
Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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