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SEAGRASS FINANCIAL, LLC

Advisory

OR

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in OR
#250
of 305 advisers by AUM
Average account
$480K
across 178 accounts
AUM per adviser
$86M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$86M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$86M
Discretionary AUM$86M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

ELLIOTT-LEDGERWOOD & COMPANY
KLAMATH FALLS, OR
$86M
-0.3% 1Y
LIBERTY CAPITAL INVESTMENT CORPORATION
PORTLAND, OR
$84M
CLARITY CAPITAL MANAGEMENT LLC
$84M
SETTLEMENT CAPITAL ADVISORS, LLC
WEST LINN, OR
$88M
MILLER FINANCIAL GROUP, LLC
PORTLAND, OR
$83M
+4.5% 1Y
TWM WEALTH MANAGEMENT CORP
WEST LINN, OR
$90M

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