# Seabridge Investment Advisors LLC

> Seabridge Investment Advisors LLC is an SEC-registered investment advisory firm in Summit, NJ, registered since 1997, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 108681
- Filed as: SEABRIDGE INVESTMENT ADVISORS LLC
- Also doing business as: SEABRIDGE PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Summit, NJ
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108681
- AdvisorCensus page: https://advisorcensus.com/firm/seabridge-investment-advisors-llc-summit-nj-108681

## Quick answers

**How is Seabridge Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Seabridge Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Seabridge Investment Advisors LLC charge?**
Its Form ADV Part 2A brochure dated June 3, 2026 states: Flat fee: $300,000 a year (financial planning and consulting services to individuals…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Seabridge Investment Advisors LLC located?**
Seabridge Investment Advisors LLC's principal office is in Summit, NJ, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Seabridge Investment Advisors LLC registered with the SEC or a state?**
Seabridge Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 108681.

**How much does Seabridge Investment Advisors LLC manage?**
Seabridge Investment Advisors LLC reports $771,222,213 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

**How have Seabridge Investment Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Seabridge Investment Advisors LLC: Regulatory assets under management: $401,906,820 in the October 2021 data and $771,222,213 in the October 2026 data, up 92%. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Seabridge Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (123); individuals (other than high net worth individuals) (62); corporations or other businesses not listed above (7).

**Which custodians does Seabridge Investment Advisors LLC use?**
Seabridge Investment Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Morgan Stanley as custodians holding 10% or more of its separately managed account assets.

**Does Seabridge Investment Advisors 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/108681

**What changed in Seabridge Investment Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 11. Regulatory assets under management went from $610,404,483 to $771,222,213 (+26%). Registered or notice-filed in NC, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 3, 2026)

- Flat fee: $300,000 a year (financial planning and consulting services to individuals…)

> Our firm charges on a flat fee basis for financial planning and consulting services to individuals and institutions. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client but will not exceed $300,000 annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Morgan Stanley

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.

### Regulatory assets under management (Item 5.F)
- Total: $771,222,213
- Discretionary: $771,222,213
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $30,983,735 |
| High net worth individuals | 123 | $474,335,956 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $8,456,554 |
| Charitable organizations | 5 | $161,171,584 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $85,741,281 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $10,533,103 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1997 (28 years)
- Employees: 12 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, MA, NC, NH, NJ, NY, PA, RI, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Atlanta, GA

### Websites listed on Form ADV (Item 1.I)
- seabridge.com
- LinkedIn @seabridge-investment-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $401,906,820 | 9 | September 27, 2021 |
| October 2022 | $421,505,588 | 10 | March 16, 2022 |
| October 2023 | $374,626,969 | 11 | July 27, 2023 |
| October 2024 | $434,437,239 | 11 | September 11, 2024 |
| October 2025 | $610,404,483 | 12 | March 20, 2025 |
| October 2026 | $771,222,213 | 12 | June 3, 2026 |

Regulatory assets under management: $401,906,820 in the October 2021 data and $771,222,213 in the October 2026 data, up 92%.
Total employees: 9 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 11.
- Regulatory assets under management went from $610,404,483 to $771,222,213 (+26%).
- Registered or notice-filed in NC, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seabridge Investment Advisors LLC (CRD 108681): Form ADV filing data as of October 2026.