SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Seabird Investment Partners
San Diego, CA
Seabird Financial Corporation, CRD 284125
Firm filing updated April 20, 2026 ·
- $419.1MAssets
- 5Advisory staff
- 295Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals26
- Individuals18
- Corporations or other businesses8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 18 | $16.3 million |
| High net worth individuals | 26 | $74.4 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $8.7 million |
| Other investment advisors | Fewer than 5 clients | $296.9 million |
| Corporations or other businesses not listed above | 8 | $22.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$419.1 million
- Accounts295
- DiscretionaryAll accounts
People
- Employees6
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Seabird Financial Corporation SEC-registered investment advisor. CRD 284125, SEC file 801-107954.
- Registered with the SEC as an investment advisor (status date on record: June 8, 2016).
Is Seabird Investment Partners a fiduciary?
Short answer: Seabird Investment Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.