Seay Stewardship & Investment Co. (Dallas)

Name: Seay Stewardship & Investment Co.
Address: 325 N. St. Paul Street, Dallas, TX, 75201
Telephone: 214-523-5000

Seay Stewardship & Investment Co. is a large advisory firm based in Dallas. It manages $35.85 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Seay Stewardship & Investment provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Seay Stewardship & Investment: assets under management

The assets under management (AUM) of Seay Stewardship & Investment Co. is $35.85 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $676.44 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seay Stewardship & Investment Co. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Seay Stewardship & Investment Co.

George Seay has been acting as President since 1 Mar 1998. Leonidas Leonard Blaylock joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Seay	President	1 Mar 1998	75% - 100%	3070022
Judith G O'polka	Chief compliance officer	1 Oct 2004	Other	5029499
Leonidas Leonard Blaylock	Chief compliance officer	1 Mar 2006	Other	5026041

Based in Dallas

The principal office where Seay Stewardship & Investment Co. performs its advisory services is located at 325 N. St. Paul Street, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-523-5000 or by fax 214-523-5029. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at seaystewardship.com.