SEAGRASS FINANCIAL, LLC

SEAGRASS FINANCIAL, LLC is an SEC-registered investment adviser (CRD 281256). Regulatory assets under management: $85.5M.

Registration

• CRD: 281256
• Type: Registered investment adviser
• Phone: 503-334-3188
• Latest filing: 2026-03-11
• Regulatory AUM: $85.5M
• Discretionary AUM: $85.5M
• Clients: 1
• Accounts: 178

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281256 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search