# Seia

> Seia is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 108163
- Filed as: SEIA
- Legal name: Signature Estate & Investment Advisors LLC
- Also doing business as: LIFECARE AFFORDABILITY PLAN
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108163
- AdvisorCensus page: https://advisorcensus.com/firm/seia-los-angeles-ca-108163

## Quick answers

**How is Seia compensated?**
On its Form ADV (Item 5.E, October 2026), Seia reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Seia located?**
Seia's principal office is in Los Angeles, CA, according to its Form ADV; the October 2026 filing also lists 25 other offices (Schedule D, Section 1.F).

**Is Seia registered with the SEC or a state?**
Seia is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108163.

**How much does Seia manage?**
Seia reports $22,537,603,576 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (16% discretionary).

**How have Seia's assets and staff changed since 2021?**
In the Form ADV data for Seia: Regulatory assets under management: $10,209,320,902 in the October 2021 data and $22,537,603,576 in the October 2026 data, up 121%. Total employees: 85 in October 2021 and 241 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Seia serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4,920); individuals (other than high net worth individuals) (4,600); corporations or other businesses not listed above (196).

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

**Does Seia 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/108163

**What changed in Seia's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 99 to 128. Regulatory assets under management went from $18,726,645,517 to $22,537,603,576 (+20%). Changed its office addresses in Boston, MA. Changed its office addresses in Fort Lauderdale, FL. Changed its office addresses in Phoenix, AZ. Changed its office addresses in Tampa, FL. Added an office in Chapel Hill, NC. Added an office in Pittsburgh, PA. Added an office in Tucson, AZ. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services 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: $22,537,603,576
- Discretionary: $3,567,016,189
- Non-discretionary: $18,970,587,387

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,600 | $4,760,407,474 |
| High net worth individuals | 4,920 | $16,916,946,616 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 95 | $173,842,093 |
| Charitable organizations | 22 | $99,951,695 |
| Corporations or other businesses not listed above | 196 | $586,455,698 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 241 total, 128 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- 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
- Austin, TX
- Beaverton, OR
- Bethlehem, PA
- Boston, MA
- Brentwood, TN
- Chapel Hill, NC
- Chicago, IL
- Cleveland, OH
- Dallas, TX
- Denver, CO
- Fort Lauderdale, FL
- Harper Woods, MI
- Houston, TX
- New York, NY
- Newport Beach, CA
- Pasadena, CA
- Phoenix, AZ
- Pittsburgh, PA
- Princeton, NJ
- Redondo Beach, CA
- Salt Lake City, UT
- San Mateo, CA
- Tampa, FL
- Tucson, AZ
- Tysons Corner, VA

### Websites listed on Form ADV (Item 1.I)
- [affordlifecare.com](https://affordlifecare.com)
- [franklegan.com](https://franklegan.com)
- [seia.com](https://seia.com)
- Facebook @lifecareaffordabilityplan
- LinkedIn @lifecareaffordabilityplan
- LinkedIn @signature-estate-&-investment-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,209,320,902 | 85 | July 15, 2021 |
| October 2022 | $12,726,442,318 | 102 | March 29, 2022 |
| October 2023 | $11,665,897,705 | 98 | September 18, 2023 |
| October 2024 | $14,211,502,743 | 138 | June 12, 2024 |
| October 2025 | $18,726,645,517 | 171 | June 23, 2025 |
| October 2026 | $22,537,603,576 | 241 | September 14, 2026 |

Regulatory assets under management: $10,209,320,902 in the October 2021 data and $22,537,603,576 in the October 2026 data, up 121%.
Total employees: 85 in October 2021 and 241 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 99 to 128.
- Regulatory assets under management went from $18,726,645,517 to $22,537,603,576 (+20%).
- Changed its office addresses in Boston, MA.
- Changed its office addresses in Fort Lauderdale, FL.
- Changed its office addresses in Phoenix, AZ.
- Changed its office addresses in Tampa, FL.
- Added an office in Chapel Hill, NC.
- Added an office in Pittsburgh, PA.
- Added an office in Tucson, AZ.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seia (CRD 108163): Form ADV filing data as of October 2026.