RIA Intel›Advisers›New York›S.E.E.D. PLANNING GROUP, LLC

S.E.E.D. PLANNING GROUP, LLC

Advisory

N·BINGHAMTON, NY

Data as of Jul 28, 2026 · Source: SEC Form ADV

Total AUM

$568M

1-Year AUM Growth

+20.4%

3-Year CAGR

+21.2%

Employees

18

Assets Under Management

Total AUM$568M

Discretionary AUM$568M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients735

Team

Total Employees18

Investment Advisers28

Employee Growth (1Y)-6.7%

Filing History

Total Filings on Record88

First FilingApr 6, 2015

Latest FilingJul 28, 2026

🔒 Full AUM trend chart and 88 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on S.E.E.D. PLANNING GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.