CRD: 107834
Seamount Financial Group INC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-1999
- Office Locations
- 3
Office Locations
About Seamount Financial Group INC
Seamount Financial Group is an independent, boutique fiduciary providing customized financial planning and wealth management for clients and families, often across generations. The firm builds and implements comprehensive plans using investment and tax strategies, coordinating with clients’ legal and tax advisors and monitoring progress as circumstances change. Based in Colorado Springs with additional offices in AZ and CA; custody via LPL Financial.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Leon Joseph Colafrancesco
President
- CRD
- #1024686
- Ownership
- 75% or more
Christopher Robert Dorsett
--
- CRD
- #3042525
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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Nicholas Dorsett
--
- CRD
- #6719629
Michael James Healy
Financial Advisor, Senior Vice President
- CRD
- #1091446
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $745,240,537 | $463,170 |
| Non-Discretionary | $0 | -- |
| Total | $745,240,537 | $463,170 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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