{
  "crd_number": 335231,
  "slug": "seek-and-find-financial-chesterton-in-335231",
  "primary_business_name": "SEEK & FIND FINANCIAL",
  "legal_name": "SEEK & FIND FINANCIAL, LLC",
  "dbas": [],
  "city": "Chesterton",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-03-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-02",
  "carried_forward": false,
  "raum_total": 13820828.0,
  "raum_discretionary": 11298515.0,
  "raum_non_discretionary": 2522313.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 9442099.0,
      "count": 41
    },
    "pension_profit_sharing": {
      "raum": 1775903.0,
      "count": 3,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1856416.0,
      "count": 2,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 746410.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "IN"
  ],
  "websites": [
    "https://seekandfindfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335231",
  "city_as_filed": "CHESTERTON",
  "url": "https://advisorcensus.com/firm/seek-and-find-financial-chesterton-in-335231",
  "display_name": "Seek & Find Financial",
  "summary": "Seek & Find Financial is a state-registered investment advisory firm in Chesterton, IN, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.",
  "citation": "AdvisorCensus. Seek & Find Financial (CRD 335231): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Seek & Find Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Seek & Find Financial reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Seek & Find Financial located?",
      "a": "Seek & Find Financial's principal office is in Chesterton, IN, according to its Form ADV."
    },
    {
      "q": "Is Seek & Find Financial registered with the SEC or a state?",
      "a": "Seek & Find Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335231."
    },
    {
      "q": "How much does Seek & Find Financial manage?",
      "a": "Seek & Find Financial reports $13,820,828 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (82% discretionary)."
    },
    {
      "q": "What types of clients does Seek & Find Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); pension and profit sharing plans (but not the plan participants or government pension plans) (3); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Does Seek & Find Financial report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335231"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/seek-and-find-financial-chesterton-in-335231.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 9442099.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1856416.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1775903.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 746410.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335231",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}