AdvisorCensus / Financial advisors / New York / Binghamton / S.e.e.d. Planning Group, LLC
S.e.e.d. Planning Group, LLC is an SEC-registered investment advisory firm in Binghamton, NY, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 28, 2026.
Quick answers
From the filingHow is S.e.e.d. Planning Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), S.e.e.d. Planning Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does S.e.e.d. Planning Group, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 28, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is S.e.e.d. Planning Group, LLC located?
S.e.e.d. Planning Group, LLC's principal office is in Binghamton, NY, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is S.e.e.d. Planning Group, LLC registered with the SEC or a state?
S.e.e.d. Planning Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 188521.
How much does S.e.e.d. Planning Group, LLC manage?
S.e.e.d. Planning Group, LLC reports $567,976,608 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).
How have S.e.e.d. Planning Group, LLC's assets and staff changed since 2021?
In the Form ADV data for S.e.e.d. Planning Group, LLC: Regulatory assets under management: $239,883,391 in the October 2021 data and $567,976,608 in the October 2026 data, up 137%. Total employees: 12 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does S.e.e.d. Planning Group, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (566); high net worth individuals (182); charitable organizations (10).
Which custodians does S.e.e.d. Planning Group, LLC use?
S.e.e.d. Planning Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does S.e.e.d. Planning Group, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/188521
What changed in S.e.e.d. Planning Group, LLC's recent Form ADV filings?
In the June 2026 filing data: No longer lists the business name Sprout. No longer lists the business name S.e.e.d. Wealth Management.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Investment advisory fees may be as high as 2% per annum with a minimum fee of $2,500 may be applicable. Fees are based on each client’s Scope of Work.
As stated in the firm's Form ADV Part 2A brochure dated July 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$567,976,608 as of October 2026, filing dated July 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- SIFT INVESTMENT MANAGEMENT, SUITE(K)
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 28. Performing investment advisory functions: 18.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the August 2026 filing
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $567,976,608 | 28 | July 28, 2026 |
| October 2025 | $490,907,135 | 31 | July 2, 2025 |
| October 2024 | $422,957,777 | 14 | August 1, 2024 |
| October 2023 | $351,350,025 | 27 | July 3, 2023 |
| October 2022 | $329,916,002 | 24 | August 4, 2022 |
| October 2021 | $239,883,391 | 12 | September 3, 2021 |
Regulatory assets under management: $239,883,391 in the October 2021 data and $567,976,608 in the October 2026 data, up 137%.
Total employees: 12 in October 2021 and 28 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- No longer lists the business name Sprout.
- No longer lists the business name S.e.e.d. Wealth Management.
- April 2026
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Employees performing advisory functions went from 17 to 18.
- Regulatory assets under management went from $490,907,135 to $567,976,608 (+16%).
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in CT, OR.
- November 2025
- Added the business name Sift Investment Management.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. S.e.e.d. Planning Group, LLC (CRD 188521): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/s-e-e-d-planning-group-llc-binghamton-ny-188521