Firm profile

SEABRIDGE INVESTMENT ADVISORS LLC

SUMMIT, NJCRD 108681Latest ADV April 13, 2026

Seabridge Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Summit, NJ. Its latest Form ADV filing, dated April 13, 2026, reports $771M in regulatory assets under management, 12 employees, 1 office, and 482 accounts.

Assets Under Management
$771M
Employees
12
Offices
1 office
Total Clients
201
Primary office
SUMMIT, NJ
450 SPRINGFIELD AVE., SUITE 301, SUMMIT, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCONicole Goberman
CFOAdrian B. Morffi
COONicole Goberman

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 61.2% of total clients.
Top client categories% of clientsClients
1
HNWI
61.2%
123
2
Individuals
30.8%
62
3
Corporations
3.5%
7
4
Charitable
2.5%
5
5
Pension Plans
1.5%
3
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$771Mas of April 13, 2026
Discretionary100.0%
$771M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Latest AUM$771M
Total Accounts482
10Y AUM Change+$160M (+26.2%)

Employee Growth by Quarter

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

Total Employees12
Clients per Employee17:1
10Y Employee Change-2 (-14.3%)

* 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.