Seastrunk Financial Management, LLC
Firm details
- Headquarters
- Florence, South Carolina
- CRD number
- 149660
- Website
- seastrunkfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.88%
- Individuals35.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Seastrunk Financial Management, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients and small-business portfolio management. The firm combines financial planning services with portfolio management and offers fee arrangements that include a percentage of assets under management alongside hourly and fixed-fee options. The team also lists accounting among its business activities, indicating integrated tax or bookkeeping capabilities alongside advisory work. Seastrunk is not positioned as a multi-state adviser or active ESG investor, and it does not serve as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities16%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Conrad Seastrunk
Financial PlannerCRD 6749813

Conrad Seastrunk
OwnerCRD 1889535
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Florence, SC
Florence
Location
Florence, SC
Headquartered in Florence, SC, in the South of the United States.
- Region
- South
- County
- Florence
- Address
- 305 Mc Leod St
- Time zone
- ET (UTC-5)
- Office locations
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