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SEABORN FINANCIAL, LLC
Seaborn Financial, LLC is a fee-only financial planning and investment management company built to work with tech professionals. It is a fee-only Registered...
Overview
Seaborn Financial, LLC is a fee-only financial planning and investment management company built to work with tech professionals. It is a fee-only Registered Investment Advisor with a fiduciary duty to clients, emphasizing systematic, data-driven analysis and transparency. The firm is located in Austin, TX and serves clients anywhere in the US. SEABORN FINANCIAL, LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-09-28, it reported 4 employees; 507 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Year founded
2012
Location
Country
US
City
Austin
Principals
Britton Gregory
CFP, Principal
Nick Parker
CFP, MS, EA, Associate Advisor
Dalia Rawandoozi
AAMS, Operations Specialist
Benjamin Yeung
CFP, Lead Advisor
Sector focus
Frequently asked questions
Does Seaborn Financial, LLC participate in direct deals or fund commitments?
Public sources do not indicate whether the firm invests directly, via funds, or through other vehicles. No portfolio companies or co-investments have been reported.
What investment stages does Seaborn Financial, LLC target?
No stage preferences have been publicly documented. The firm's strategy remains unspecified.
Which sectors does Seaborn Financial, LLC focus on?
No sector tags or thematic focuses are confirmed from public records.
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