Firm profile

SEIA

LOS ANGELES, CACRD 108163Latest ADV March 31, 2026

Seia is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $22.5B in regulatory assets under management, 241 employee, 25 offices, and 9,833 accounts.

Assets Under Management
$22.5B
Employees
241
Offices
25 offices
Total Clients
9,839
Primary office
LOS ANGELES, CA
2121 AVENUE OF THE STARS, SUITE 1600, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOBrian D. Holmes
CCOAlex Kim
CCOEric Z. Rosen

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
4,920
2
Individuals
46.8%
4,600
3
Corporations
2.0%
196
4
Pension Plans
1.0%
95
5
Charitable
0.2%
22

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$22.5Bas of March 31, 2026
Discretionary15.8%
$3.6B
16% of total RAUM15.8%
Non-discretionary84.2%
$19.0B
84% of total RAUM84.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$22.5B
Total Accounts9,833
10Y AUM Change+$18.2B (+418.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees241
Clients per Employee41:1
10Y Employee Change+156 (+183.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.