# Seagull Lane Asset Management LLC

> Seagull Lane Asset Management LLC is an SEC-registered investment advisory firm in Huntington Beach, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 282566
- Filed as: SEAGULL LANE ASSET MANAGEMENT LLC
- Also doing business as: BAIRD WALKER WEALTH STRATEGY GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Huntington Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282566
- AdvisorCensus page: https://advisorcensus.com/firm/seagull-lane-asset-management-llc-huntington-beach-ca-282566

## Quick answers

**How is Seagull Lane Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Seagull Lane Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; other.

**How much does Seagull Lane Asset Management LLC charge?**
Its Form ADV Part 2A brochure dated August 28, 2026 states: Flat fee: $4,500 to $50,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Seagull Lane Asset Management LLC located?**
Seagull Lane Asset Management LLC's principal office is in Huntington Beach, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Seagull Lane Asset Management LLC registered with the SEC or a state?**
Seagull Lane Asset Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 282566.

**How much does Seagull Lane Asset Management LLC manage?**
Seagull Lane Asset Management LLC reports $207,934,000 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (93% discretionary).

**What types of clients does Seagull Lane Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (305); high net worth individuals (45).

**Which custodians does Seagull Lane Asset Management LLC use?**
Seagull Lane Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Seagull Lane Asset Management 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/282566

**Does Seagull Lane Asset Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 28, 2026 says: "Seagull Lane Asset Management LLC's current minimum for a new personal client relationship is $100,000 per household." "For new personal client accounts, the initial minimum is $100,000 in funds and/or securities. We may waive this requirement in our sole discretion, for example, if you appear to have significant potential for increasing assets under management."

**What changed in Seagull Lane Asset Management LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in AZ, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Seagull Lane Asset Management LLC's current minimum for a new personal client relationship is $100,000 per household.

> For new personal client accounts, the initial minimum is $100,000 in funds and/or securities. We may waive this requirement in our sole discretion, for example, if you appear to have significant potential for increasing assets under management.

- Flat fee: $4,500 to $50,000 (financial planning services)

> We charge a fixed fee for financial planning services, which generally ranges between $4,500 - $50,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC

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: $207,934,000
- Discretionary: $193,135,000
- Non-discretionary: $14,799,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 305 | $84,918,000 |
| High net worth individuals | 45 | $123,016,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Santa Barbara, CA

### Websites listed on Form ADV (Item 1.I)
- baird-wsg.com
- bairdwalker.com

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in AZ, TX.

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seagull Lane Asset Management LLC (CRD 282566): Form ADV filing data as of October 2026.