CRD: 149660
Seastrunk Financial Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-07-1995
- Office Locations
- 1
Office Locations
About Seastrunk Financial Management, LLC
Seastrunk Financial Management, LLC is a registered investment adviser providing fiduciary investment management and financial planning focused on retirement-stage decisions. The firm works with individuals and families with substantial investable assets, including pre-retirees, recent retirees, and executives/business owners with concentrated holdings or deferred compensation. Approach emphasizes withdrawal strategy, asset allocation, and tax-aware coordination, including an Introductory Retirement Planning Review. Custody includes Fidelity/NFS.
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Owner & Executives
CONRAD ERIC SEASTRUNK
Certified Financial Planner, Managing Member
- CRD
- #1889535
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Conrad Eric Seastrunk Jr
Advisor
- CRD
- #6749813
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,174,713 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,174,713 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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