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- Custodian
- Charles Schwab & Company · First Republic Bank · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2002
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 31, 2026, reported AUM increased 16.1%, from $318.4M to $369.7M.
Across 5 reported observations, AUM increased 14.6% between September 14, 2022 and March 31, 2026, from $322.5M to $369.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 40 clients, or 40 clients per representative. That equates to $9.2M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Menlo Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KENT ROBERT SEYMOUR
Chief Compliance Officer, President
- CRD
- #1792039
- Ownership
- 50% but less than 75%
TRACEY SEALER SEYMOUR
Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
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| 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
SMA allocation detail is available
Menlo Advisors LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2025
Review the latest reported holdings
Menlo Advisors LLC's 13F holdings detail is available for Q2 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.