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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-12-1997
- Office Locations
- 29
Office Locations
About Seia
SEIA is a Los Angeles–headquartered RIA offering investment management and comprehensive financial planning, plus investment solutions, business advisory services, tax, trust & estate planning, and wealth counseling. The firm serves clients coast-to-coast, including business owners and entrepreneurs, and allocates primarily to public funds, ETFs, and fixed income. Recognized in Barron’s Top 100 RIA Firms (2024, #21).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN DAVID HOLMES
Chief Executive Officer, Managing Member, President
- CRD
- #1263061
- Ownership
- Less than 5%
ALEX KIM
Director
- CRD
- #7119162
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Hannah Showalter Adams
--
- CRD
- #7261071
HAMPTON COLLIER ADAMS III
Financial Advisor
- CRD
- #1860368
Showing 2 of 136 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,567,016,189 | $1,317,701 |
| Non-Discretionary | $18,970,587,387 | $2,662,165 |
| Total | $22,537,603,576 | $2,292,037 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | 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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