S.E.E.D. Planning Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Binghamton, NY.
Assets Under Management
$568M
Employees
28
Offices
2 offices
Total Clients
763
Primary office
BINGHAMTON, NY
31 LEWIS STREET, SUITE 401, BINGHAMTON, NY, United States
Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
566
2
HNWI
23.9%
182
3
Charitable
1.3%
10
4
Corporations
0.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$568Mas of May 28, 2026
Discretionary100.0%
$568M
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.
Total AUM$568M
Total Accounts2,027
10Y AUM Change+$518M (+1032.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee27:1
10Y Employee Change+21 (+300.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.