# Seek & Find Financial

> 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.

- CRD: 335231
- Filed as: SEEK & FIND FINANCIAL
- Legal name: Seek & Find Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chesterton, IN
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335231
- AdvisorCensus page: https://advisorcensus.com/firm/seek-and-find-financial-chesterton-in-335231

## Quick answers

**How is Seek & Find Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Seek & Find Financial reports these compensation arrangements: a percentage of assets under its management.

**Where is Seek & Find Financial located?**
Seek & Find Financial's principal office is in Chesterton, IN, according to its Form ADV.

**Is Seek & Find Financial registered with the SEC or a state?**
Seek & Find Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335231.

**How much does Seek & Find Financial manage?**
Seek & Find Financial reports $13,820,828 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (82% discretionary).

**What types of clients does Seek & Find Financial serve?**
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).

**Does Seek & Find Financial report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,820,828
- Discretionary: $11,298,515
- Non-discretionary: $2,522,313

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $9,442,099 |
| High net worth individuals | 2 | $1,856,416 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,775,903 |
| Corporations or other businesses not listed above | 3 | $746,410 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- seekandfindfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seek & Find Financial (CRD 335231): Form ADV filing data as of October 2026.