# DBA SEASIDE FINANCIAL & INSURANCE SERVICES

DBA SEASIDE FINANCIAL & INSURANCE SERVICES is an Insurance Services | Financial Services.

## Overview

- **Organization type:** Insurance Services | Financial Services
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 289985
- **SEC file number:** 801-112721
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289985

## About

DBA Seaside Financial & Insurance Services is an SEC-registered investment adviser in Carlsbad, CA, registered since 2018. The firm manages approximately $81 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Sectors

- Insurance
- Financial Services
- Real Estate

## Questions

### What services does Seaside Financial & Insurance Services offer?

Seaside Financial & Insurance Services provides insurance brokerage and financial advisory services, including property & casualty coverage, life insurance, health plans, and retirement planning. The firm tailors offerings to high-net-worth individuals and small-to-midsize businesses.

### Is Seaside Financial & Insurance Services an asset manager or investment adviser?

No—Seaside Financial & Insurance Services does not appear to manage investment capital or function as an SEC-registered investment adviser. Its model centers on insurance placement and financial planning, not direct investing. It acts as an intermediary between clients and insurance carriers.

### How does Seaside Financial & Insurance Services generate revenue?

Revenue is generated through commissions earned on insurance policy sales from multiple carriers, supplemented by fee-based advisory services where applicable. No public records disclose specific revenue figures or commission structures.

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Last updated: 2026-06-03T20:00:00.000Z

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