Firm profile

SEEDSAFE FINANCIAL LLC

CRD 283887Latest ADV February 24, 2026

Seedsafe Financial LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 24, 2026, reports $125M in regulatory assets under management, 7 employees, 4 offices, and 406 accounts.

Assets Under Management
$125M
Employees
7
Offices
4 offices
Total Clients
86
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORebecca J. Conner

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 55.8% of total clients.
Top client categories% of clientsClients
1
HNWI
55.8%
48
2
Individuals
44.2%
38

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$125Mas of February 24, 2026
Discretionary100.0%
$125M
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$125M
Total Accounts406
10Y AUM Change+$16M (+15.1%)

Employee Growth by Quarter

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

Total Employees7
Clients per Employee12:1
10Y Employee Change+2 (+40.0%)

* 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.