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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-12-1997
- Office Locations
- 30
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).
Reported data analysis
What the numbers show
Between October 14, 2025 and March 31, 2026, reported AUM increased 20.4%, from $18.7B to $22.5B.
Across 5 reported observations, AUM increased 77.1% between November 16, 2022 and March 31, 2026, from $12.7B to $22.5B.
Of the latest reported AUM, 15.8% is discretionary and 84.2% is non-discretionary.
The firm reports 128 advisory representatives and 9,947 clients, or 77.7 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 30 reported office locations and 29 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Seia record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 141 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
SMA allocation detail is available
Seia has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Seia's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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