S
$50.8M Total AUM
$50.8M Disc. AUM
11.2% 3Y CAGR
2 Employees
94 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2009
- Office Locations
- 1
Office Locations
1387 Fairport RD Suite 640 Fairport NY
About Seaway Advisors
Seaway Advisors is an independent, fee-only RIA focused on managing investment portfolios for clients, compensated as a percentage of assets with no commissions. The team brings 60+ years of experience navigating bull and bear markets, emphasizing disciplined wealth protection and growth. The firm follows CFA Institute and NYSSCPA ethical standards and custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$25.4M AVG AUM / ADVISOR
$540.9K AVG AUM / CLIENT
17.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Services
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Owner & Executives
B
BRADFORD LLOYD MCADAM
Chief Compliance Officer, Managing Director
- CRD
- --
- Ownership
- 50% but less than 75%
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TERRANCE BERNARD MULHERN
Advisor, President
- CRD
- --
- Ownership
- 50% but less than 75%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,842,394 | $540,877 |
| Non-Discretionary | $0 | -- |
| Total | $50,842,394 | $540,877 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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