MILLBROOK, NYCRD 117407Latest ADV February 18, 2026
Seahorse Financial Advisers Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Millbrook, NY. Its latest Form ADV filing, dated February 18, 2026, reports $87M in regulatory assets under management, 1 employee, 3 offices, and 20 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.0% of total clients.
Top client categories% of clientsClients
1
HNWI
95.0%
19
2
Individuals
5.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$87Mas of February 18, 2026
Discretionary100.0%
$87M
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$87M
Total Accounts20
10Y AUM Change+$49M (+127.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee20:1
10Y Employee Change0 (0.0%)
* 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.