Seedsafe Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 283887
- Registered since
- September 22, 2025
- Website
- www.seedsafefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.76%
- Individuals16.24%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Seedsafe Financial LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves individual and family clients and describes itself as a capital allocator that both manages portfolios and selects outside managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. Seedsafe does not position itself as an ESG-focused investor.
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 Funds96%
- Exchange Traded Equities2%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Rebecca Conner
FounderCRD 6274600
Misty Cherniss
Associate Financial AdvisorCRD 6876053
James Garvin
Director of Financial PlanningCRD 6655350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$174M in ETFs
39%
$68M
44%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $15.2M | 172,714 | 8.72% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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