RIA Intel›Advisers›California›SEAPOINT CAPITAL MANAGEMENT LLC

SEAPOINT CAPITAL MANAGEMENT LLC

Advisory

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in CA

#5,046

of 5,480 advisers by AUM

Average account

$1M

across 3 accounts

AUM per adviser

$3M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$3M

Discretionary %

100%

Clients

2

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$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

2 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

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

PACIFIC STREET ADVISORS LLC

$3M

AMERICAN VISION ADVISORS LLC

SAN GABRIEL, CA

$3M

FUTURE WALLET LLC

$3M

OSAGE PACIFIC ADVISORS, INC.

LAGUNA HILLS, CA

$3M

SPARK FINANCIALS LLC

$3M

GARRISON POINT FUNDS, LLC

WALNUT CREEK, CA

$3M

-59.4% 1Y

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