Seagull Lane Asset Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$208M
Discretionary
$193M
93% of AUM
Avg account
$296K
Accounts
702
Employees
4
Advisory reps
2

Firm details

Headquarters
Huntington Beach, California
CRD number
282566
Registered since
August 5, 2026
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM, Other
Client types
  • HNWI59.16%
  • Individuals40.84%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Seagull Lane Asset Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registration year listed as 2026) and serves individual and family clients. It operates as a capital allocator and also carries the affiliation of a registered representative of a broker-dealer. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include a percentage-of-AUM component plus other fee structures. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 23%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • David Walker

    David Walker

    Partner, CEOCRD 4915184

Contacts

1 of 1
  • Kevin Baird

    Kevin Baird

    ​President and FounderCRD 2087678

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Huntington Beach, CA

Orange

Location

Huntington Beach, CA

Headquartered in Huntington Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
19671 Beach Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth