$125.2M Total AUM
$125.2M Disc. AUM
-- 3Y CAGR
7 Employees
109 ADV. Clients
10 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-21-2016
- Office Locations
- 4
Office Locations
-- Austin TX
-- Elmhurst IL
-- SAN Antonio TX
About Seedsafe Financial LLC
SeedSafe Financial is an independent, fee-only RIA (fiduciary since 2016) serving growth-minded tech professionals and families. Its team of CFP®s, plus a CPA and an EA, specializes in turning complex equity compensation—RSUs, options, AMT and 10b5-1 constraints—into coordinated tax and long-term planning decisions, including guidance around startup exits and tender offers.
Team overview
38 AVG AGE
$31.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.6 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Rebecca Jackson
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6274600
- Ownership
- 75% or more
Available
Available
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M
MISTY BLU CHERNISS
--
- CRD
- #6876053
Available
Available
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J
JAMES M GARVIN
Founder
- CRD
- #6655350
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,174,066 | $308,311 |
| Non-Discretionary | $0 | -- |
| Total | $125,174,066 | $308,311 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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