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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2020
- Office Locations
- 2
Office Locations
About Seeds
Seeds is a New York–based independent RIA and advisor platform that helps advisors uncover client insights, build goal- and values-aligned investment plans, and automate transitions into personalized portfolios. The workflow spans assessing needs, proposing plans, investing, and ongoing engagement, with portfolio construction using public funds and ETFs and support for Schwab and Fidelity/NFS custody.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Michael William Conway
Chairman, Financial Advisor, General Partner
- CRD
- #1099865
- Ownership
- Less than 5%
Zachary Adam Conway
Chief Executive Officer
- CRD
- #6426747
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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AMY LYNN MAGNOTTA
Director of Investment Strategy
- CRD
- #4210155
Timothy James McClatchy
Senior Investment Researcher
- CRD
- #6771191
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,001,233,189 | $508,757 |
| Non-Discretionary | $0 | -- |
| Total | $1,001,233,189 | $508,757 |
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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 |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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