Seneca House Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 25, 2026, reports $506M in regulatory assets under management, 8 employees, and 1,184 accounts.
Assets Under Management
$506M
Employees
8
Offices
--
Total Clients
304
Primary office
RICHMOND, VA
5609 PATTERSON AVE, SUITE B, RICHMOND, VA, United States
Top client segmentHNWI represent 51.0% of total clients.
Top client categories% of clientsClients
1
HNWI
51.0%
155
2
Individuals
48.7%
148
3
Pooled Investment Vehicles
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$506Mas of March 25, 2026
Discretionary95.0%
$481M
95% of total RAUM95.0%
Non-discretionary5.0%
$25M
5% of total RAUM5.0%
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.
Total AUM$506M
Total Accounts1,184
10Y AUM Change+$357M (+240.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee38:1
10Y Employee Change+4 (+100.0%)
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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.