Seneca House Advisors
Seneca House Advisors is an SEC-registered wealth manager in Richmond, VA with $506.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Seneca House Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 210519, SEC 801-108723, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $506.1M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Richmond, VA
- Employees
- 8
- Clients
- 304
- CRD
- 210519
- Ownership
- KING, ELIZABETH, ANN; DANIEL, MATTHEW, CLAYTON; DANIEL, STUART, EVANS
How much AUM does Seneca House Advisors have?
Seneca House Advisors reported $506.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Seneca House Advisors?
Disclosed owners and executives of Seneca House Advisors include KING, ELIZABETH, ANN, DANIEL, MATTHEW, CLAYTON, DANIEL, STUART, EVANS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.