S
$151.3M Total AUM
$151.3M Disc. AUM
-- 3Y CAGR
4 Employees
118 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2012
- Office Locations
- 3
Office Locations
-- Austin TX
-- Richland WA
-- Silver Spring MD
About Seaborn Financial, LLC
Seaborn Financial, LLC is a fee-only RIA providing financial planning and investment management, built specifically for tech professionals. Based in Austin, it serves clients nationwide and emphasizes a systematic, data-driven approach that avoids speculation. The firm highlights transparency and fiduciary advice with no commissions, and leans heavily on technology to streamline the client experience.
Team overview
-- AVG AGE
$50.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
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Platform
Available
Services
Available
Technology
Available
Owner & Executives
PORTER BRITTON GREGORY
Chief Compliance Officer, PRINCIPAL
- CRD
- #5989536
- Ownership
- 75% or more
Available
Available
Available
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N
Nicholas Edward Parker
Financial Planner
- CRD
- #6956088
Available
Available
Available
B
BENJAMIN ZAI MIN YEUNG
--
- CRD
- #5701197
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,302,065 | $298,426 |
| Non-Discretionary | $0 | -- |
| Total | $151,302,065 | $298,426 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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