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Seacoast Asset Management, LLC (Stuart)


Seacoast Asset Management, LLC is a large advisory firm based in Stuart. It manages $41.5 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and Georgia.

Seacoast Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Seacoast Asset Management: assets under management

The assets under management (AUM) of Seacoast Asset Management, LLC is $41.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.6 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Seacoast Asset Management, LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Seacoast Banking Corporation Of Florida Bank holding company (shareholder) 1 Dec 1983 75% - 100% 59-2260678

Based in Stuart

The principal office where Seacoast Asset Management, LLC performs its advisory services is located at 815 Colorado Avenue, Stuart, FL 34994, which is also the mailing address of the firm. An additional office of the firm is in White Plains, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 772-288-6060 or by fax 772-288-6019. The normal business hours are 9-5 on Monday - Friday.


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