$369.7M Total AUM
$369.7M Disc. AUM
4.0% 3Y CAGR
2 Employees
40 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · First Republic Bank · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Eagle ridge
- Established Date
- 09-01-2002
- Office Locations
- 1
Office Locations
659 OAK Grove Avenue Suite 207 Menlo Park CA
About Menlo Advisors LLC
Menlo Advisors LLC is a Menlo Park-based RIA. The firm has been operating for 23 years. Managing $369.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and First Republic Bank. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
60 AVG AGE
$369.7M AVG AUM / ADVISOR
$9.2M AVG AUM / CLIENT
17.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
23yrs Firm Age
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Accredited Investors
Value
Asset Classes
Frontier value Horizon pathway Vital Horizon Prime Atlas radial
Client Personas
Unison capital
Custodian
Oak insight Glacier momentum
Investment Themes
Capital
Investment Vehicles
Vertex pathway Optima
Services
Unison Meridian foundation Oak Peak Atlas ember Beacon matrix Legacy north
Technology
Ridge prime
Owner & Executives
K
KENT ROBERT SEYMOUR
Chief Compliance Officer, President
- CRD
- #1792039
- Ownership
- 50% but less than 75%
(752) 939-7647
wave.delta@crestcapital.com
in linkedin.com/in/crest-wave
T
TRACEY SEALER SEYMOUR
Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
(711) 673-3038
capital.horizon@optimacapital.com
in linkedin.com/in/summit-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $369,717,504 | $3,697,175 |
| Non-Discretionary | $0 | -- |
| Total | $369,717,504 | $3,697,175 |
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Separately Managed Accounts
Total SMA Asset: $360,099,451
Equity - Exchange:
25.3% Public Funds:
9.7% Private Funds:
12.2% U.S. Government/Agency:
14.3% Cash:
11.7% Municipal Bonds:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $85,833,227 | 25.3% |
| Public Funds | $32,908,391 | 9.7% |
| Private Funds | $41,389,935 | 12.2% |
| U.S. Government/Agency | $48,514,433 | 14.3% |
| Cash | $39,693,627 | 11.7% |
| Municipal Bonds | $90,922,153 | 26.8% |
| Total | $339,261,766 | 100.0% |
13F Holdings | Q2 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY PIONEER ELEMENT | DELTA PEAK | 1R0TOW7Q2 | KEB | 5.02% | $24,179,335 |
| PIONEER EAGLE ELEMENT | OAK VALUE | K1W6HHICD | XVUS | 3.35% | $3,498,930 |
| EAGLE ELEMENT ATLAS | WAVE OAK | 8CTR20JP9 | DWC | 1.97% | $16,019,390 |
| FRONTIER BEACON | FUSION PRIME | 5PB0ZTAP1 | SHFQK | 11.45% | $79,514,867 |
| FOCUS OPTIMA ALPHA | PATHWAY EAGLE | 2CLZZP1D7 | HSNN | 1.51% | $73,526,892 |
| SUMMIT MERIDIAN | CAPITAL CAPITAL | EV3FSVFWR | EMH | 10.39% | $4,247,355 |
| ATLAS FOCUS | OAK OAK | KE2MR9443 | UKNV | 11.19% | $110,194,991 |
| SUMMIT HORIZON | CAPITAL VITAL | S0M7CAMAZ | UHWBU | 2.45% | $20,666,611 |