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SEABORN FINANCIAL, LLC
CRD 159073 · SEC 801-131434
MD, United States
Phone
512-814-7258
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.3M
Discretionary AUM
$151.3M
Team
4 total employees; 3 advisory reps; 42 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $14.4M |
| High net worth individuals | 49 | $136.9M |
States served
MD, WA, TX
All web addresses on file
Official SEC filing: View on IAPD