Investment adviser · CRD 107834
SEAMOUNT FINANCIAL GROUP INC
Investment adviser filing (IA)
COLORADO SPRINGS, CO, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $745M Form ADV · Item 5.F
- Client accounts
- 1,609 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 181 | $589,655,982 | 79.1% |
| Individuals | 304 | $130,263,911 | 17.5% |
| Retirement plans | 14 | $23,349,395 | 3.1% |
| Corporations & businesses | Fewer than 5 | $1,971,249 | 0.3% |
Filing source
Form ADV 2133254 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
90 SO CASCADE AVENUE, SUITE 970COLORADO SPRINGS, CO, 80903, United States
CRD 107834
Filing source
Form ADV 2133254 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.