Silversea Capital, LLC

SilverSea Capital LLC is a state‑registered, single‑advisor investment advisory firm founded in 2022 that provides discretionary and non‑discretionary portfolio management, written investment strategies, and financial planning and consulting. The firm’s brochure states it works with individuals, high‑net‑worth clients, trusts, and companies and offers managed accounts, subscription retainer services, and project‑based planning.

The firm says its advice is tailored to client objectives, time horizon, and risk tolerance and employs a range of methods including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies, while noting potential tax implications and recommending consultation with tax professionals. Clients may impose written investment restrictions, and the firm provides ongoing check‑ins (quarterly for retainer clients), one‑time financial plans, and additional work available for separate fee arrangements.

Notable differences from many peers include the principal’s substantial global markets experience, international educational background, and CFA credential, and concurrent employment as a global markets executive at an insurance company—factors the brochure links to the firm’s atypical engagement with non‑U.S. matters. The firm is early stage operationally (the brochure reports no assets under management and a very small client base), is actively evaluating custodian relationships, and uses relatively large fixed‑fee planning projects ($10,000–$40,000) and quarterly subscription retainers ($1,000–$1,500), which together suggest a focus away from mass‑market retail relationships.