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Seabridge Investment Advisors LLC

Seabridge Investment Advisors LLC. CRD 108681

Seabridge Investment Advisors LLC logo

CRD: 108681

Seabridge Investment Advisors LLC

$771.2M Total AUM
$771.2M Disc. AUM
-- 3Y CAGR
12 Employees
203 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Morgan Stanley · Prudential
Clients
Retail and Institutional
Platforms
--
Established Date
11-03-1997
Office Locations
4

Office Locations

1777 Northeast Expressway NE Suite 220 Atlanta GA
450 Springfield Avenue Suite 301 Summit NJ
-- Belleair FL

About Seabridge Investment Advisors LLC

SeaBridge Investment Advisors is a fee-only, 100% employee-owned boutique (founded 1997 by former Prudential Vice Chairman/CIO Garnett L. Keith) providing investment management, tailored wealth management, and legacy advisory for families and institutions. Portfolios are heavily ETF-based, backed by an institutional-style team with meaningful firm capital invested alongside clients.

Team overview

47 AVG AGE
$70.1M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
7.3 yrs AVG TENURE
12 Employees
11 Advisory Reps
11 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Owner & Executives

CHRISTOPHER DEWITT HOHLSTEIN

CHRISTOPHER DEWITT HOHLSTEIN

Advisor, Senior Managing Director

CRD
#1163271
Ownership
25% but less than 50%
Available
Available
Available
HOWARD CHIN

HOWARD CHIN

Chief Investment Officer, MANAGING DIRECTOR

CRD
#3023685
Ownership
10% but less than 25%
Available
Available
Available

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Contacts

PAUL HELMUT AUSLANDER

PAUL HELMUT AUSLANDER

CFP®

CRD
#1019443
Available
Available
Available
Brandon Alexander Bottari

Brandon Alexander Bottari

Associate

CRD
#7140948
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-16-2022
07-27-2023
09-11-2024
12-08-2025
06-03-2026
Category Assets AVG. Account size
Discretionary $771,222,213 $1,600,046
Non-Discretionary $0 --
Total $771,222,213 $1,600,046

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Municipal Bonds Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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