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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2015
- Office Locations
- 1
Office Locations
About Seneca House Advisors
Richmond, VA-based Seneca House Advisors is an independent, fee-only RIA providing full-service wealth management, including investment management, risk management, performance reporting, and comprehensive financial planning. Led by CFP professionals, the team builds diversified portfolios using ETFs, mutual funds, and fixed income, with primary custody at Charles Schwab.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Matthew Clayton Daniel
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5352214
- Ownership
- 25% but less than 50%
Elizabeth Ann King
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4674939
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $480,570,466 | $417,524 |
| Non-Discretionary | $25,497,304 | $772,646 |
| Total | $506,067,770 | $427,422 |
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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 |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | 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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