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Seek First
Seek First was founded in 2021 by Scott Pearring, a CFP and pastor’s kid, with the explicit thesis that high-achieving Christian families needed a wealth...
Seek First
Seek First was founded in 2021 by Scott Pearring, a CFP and pastor’s kid, with the explicit thesis that high-achieving Christian families needed a wealth manager who could coordinate taxes, investments, estate planning, insurance, and generosity strategy under a single fiduciary roof. The firm is headquartered in Campbell, California, with additional offices in San Jose and Los Angeles, and serves over 80 families across the Bay Area. The firm takes an integrated approach across five pillars: tax strategy and filing, investment management, trust and estate planning, risk management, and impact planning. It handles tax preparation entirely in-house through Tax Director Seong Chan, a 30-year CPA, and employs a dedicated estate planning attorney, Judy Copenbarger, on the team. Client portfolios are custodied at Charles Schwab and managed on a fee-only basis starting at 1.5% on the first $1 million, scaling downward with asset growth. The team builds diversified, values-aligned portfolios, though it does not publicly disclose sector or asset-allocation specifics. Led by Pearring, the 11-person professional team has over 100 years of combined experience. The firm discloses it manages discretionary assets above $250 million, with no external institutional capital or adjacent fund vehicles. Since 2022, Seek First has donated 100% of its annual profits to charity, a commitment linked to its operating principle drawn from Matthew 6:33. In 2024, Pearring continued to lead the firm’s strategy and client relationships, and its fee schedule remained unchanged, with minimum client investable assets of $1 million and a $1,500 monthly advisory minimum. Seek First’s structural differentiator lies in its fully integrated, in-house tax and legal capability combined with a 100% profit-donation model. Most RIA multi-family offices either outsource tax preparation or charge separately for estate planning; Seek First bundles both into its advisory fee and backs its commitment to charitable stewardship by distributing all firm profits to external causes annually. This architecture aligns the firm’s economic incentive with its stated mission: it earns fees for financial advice, not for accumulating corporate profits.
General information
Firm type
Multi Family Office
Year founded
2021
AUM
$250M - $300M (Altss estimate)
Location
Region
North America
Country
United States
City
Campbell
Corporate office
Campbell, CA, United States
Additional offices
San Jose, CA · Los Angeles, CA
Principals
Scott Pearring
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Seek First?
Founder and CEO Scott Pearring, a CFP with over 16 years of experience, leads investment management and overall firm strategy. He is supported by Lead Advisor Aaron Beeson, who has over 15 years in finance. The firm builds diversified portfolios tailored to client values and risk tolerance, custodied at Charles Schwab. Specific portfolio-manager discretion and investment committee details are not publicly disclosed.
How does Seek First source its clients and manage relationships?
Seek First serves primarily Christian families in the Bay Area with at least $1 million in investable assets. It positions itself as a multi-family office providing inner-circle advocacy, with a team-based model where a primary advisor coordinates tax, legal, and insurance specialists internally. The firm has grown organically to over 80 client families, according to its own website.
Does Seek First participate in direct deals, fund commitments, or only managed portfolios?
Seek First focuses exclusively on providing integrated wealth management through diversified managed portfolios and financial planning. It does not mention any direct investment activities, private equity co-investments, or venture capital commitments. Its investment philosophy is built around values-aligned public-market portfolios and comprehensive financial planning rather than institutional-style deployment.
How is Seek First’s wealth-management service structured and priced?
Seek First charges a fee based on assets under management, beginning at 1.5% for the first $1 million and decreasing on a tiered schedule as assets grow. The minimum monthly fee is $1,500. Clients must typically have $1 million or more in investable assets. The fee covers investment management, proactive tax strategy and filing, estate planning with an in-house attorney, and insurance evaluation. There are no commissions or separate planning charges.
Does Seek First maintain philanthropic structures, and how are its profits used?
Since 2022, Seek First has donated 100% of its annual corporate profits to charity. This is not a donor-advised fund or a client-directed giving vehicle; rather, the firm distributes its own earnings. For clients, the firm provides impact planning to help move from reactive giving to tax-efficient intentional generosity strategies, but client giving remains directly controlled by the families themselves.
What is Seek First’s fiduciary status and regulatory posture?
Seek First operates as a registered investment advisor and affirms it is legally and ethically bound to a fiduciary standard, ensuring client interests come first. The firm acts with limited trading authority on accounts custodied at Charles Schwab, not taking physical custody of client assets. It maintains independence from brokerage or product affiliations, avoiding commission-based conflicts.
What investment sectors or asset classes does Seek First explicitly avoid?
Seek First does not publish an exclusionary list of sectors or asset classes. However, as a faith-based firm serving Christian families, it emphasizes values-aligned investing. The firm frames wealth as a tool for stewardship and impact rather than accumulation, but it has not publicly disclosed any doctrinal screens or negative tilts on its investment portfolios.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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