SEAMOUNT FINANCIAL GROUP INC
CRD #107834 SEC #801-56412 COLORADO SPRINGS, CO 719-471-1171
SEC Registered
Total AUM
$665.2M
Discretionary
$665.2M
Employees
10
Clients
251
Accounts
1,604
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $665.2M | $665.2M | $0 | 10 | 0 |
| Mar 2025 | $665.2M | $665.2M | $0 | 10 | 0 |
| Jun 2024 | $604.7M | $604.7M | $0 | 10 | 0 |
| May 2024 | $604.7M | $604.7M | $0 | 10 | 0 |
| Mar 2024 | $604.7M | $604.7M | $0 | 10 | 0 |
| Sep 2023 | $528.7M | $422M | $106.8M | 10 | 0 |
| Mar 2023 | $528.7M | $422M | $106.8M | 10 | 0 |
| Oct 2022 | $546M | $475M | $71M | 9 | 0 |
| Mar 2022 | $546M | $475M | $71M | 9 | 0 |
| Oct 2021 | $468M | $425M | $43M | 9 | 0 |
| Apr 2021 | $468M | $425M | $43M | 9 | 0 |
| Mar 2021 | $468M | $425M | $43M | 9 | 0 |
| Mar 2021 | $468M | $425M | $43M | 9 | 0 |
| Jan 2021 | $468M | $391M | $77M | 9 | 0 |
| Jun 2020 | $468M | $391M | $77M | 9 | 0 |
| Feb 2020 | $468M | $391M | $77M | 9 | 0 |
| Nov 2019 | $388M | $353M | $35M | 9 | 5 |
| Jul 2019 | $388M | $353M | $35M | 9 | 5 |
| Jun 2019 | $388M | $353M | $35M | 9 | 5 |
| Mar 2019 | $353M | $353M | $0 | 9 | 5 |
| Jun 2018 | $375M | $375M | $0 | 7 | 5 |
| Mar 2018 | $375M | $375M | $0 | 7 | 5 |
| Oct 2017 | $300M | $250M | $50M | 6 | 0 |
| Sep 2017 | $300M | $250M | $50M | 6 | 325 |
| Mar 2017 | $300M | $250M | $50M | 6 | 325 |
| Aug 2016 | $298M | $252M | $46M | 6 | 325 |
| Feb 2016 | $298M | $252M | $46M | 6 | 325 |
| Oct 2015 | $288M | $248.5M | $39.5M | 6 | 400 |
| Feb 2015 | $288M | $248.5M | $39.5M | 6 | 400 |
| Jan 2014 | $278M | $241.7M | $36.3M | 9 | 347 |
| Jan 2014 | $231M | $195.5M | $35.4M | 10 | 300 |
| Apr 2013 | $231M | $195.5M | $35.4M | 10 | 300 |
| Feb 2013 | $231M | $195.5M | $35.4M | 10 | 300 |
| Jun 2012 | $186.3M | $162.8M | $23.5M | 11 | 300 |
| Mar 2012 | $186.3M | $162.8M | $23.5M | 11 | 300 |
| Apr 2011 | $219.8M | $163.6M | $56.2M | 5 | -- |
| Mar 2011 | $219.8M | $163.6M | $56.2M | 5 | -- |
| Mar 2010 | $194.6M | $149.4M | $45.3M | 5 | -- |
| Mar 2009 | $156M | $156M | $0 | 5 | -- |
| Mar 2007 | $184.5M | $184.5M | $0 | 5 | -- |
| Feb 2006 | $152.2M | $152.2M | $0 | 5 | -- |
| Mar 2002 | $102.3M | $0 | $102.3M | 10 | -- |
DateJun 2025
Total AUM$665.2M
Discretionary$665.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$665.2M
Discretionary$665.2M
Non-Disc.$0
Employees10
Clients0
DateJun 2024
Total AUM$604.7M
Discretionary$604.7M
Non-Disc.$0
Employees10
Clients0
DateMay 2024
Total AUM$604.7M
Discretionary$604.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$604.7M
Discretionary$604.7M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$528.7M
Discretionary$422M
Non-Disc.$106.8M
Employees10
Clients0
DateMar 2023
Total AUM$528.7M
Discretionary$422M
Non-Disc.$106.8M
Employees10
Clients0
DateOct 2022
Total AUM$546M
Discretionary$475M
Non-Disc.$71M
Employees9
Clients0
DateMar 2022
Total AUM$546M
Discretionary$475M
Non-Disc.$71M
Employees9
Clients0
DateOct 2021
Total AUM$468M
Discretionary$425M
Non-Disc.$43M
Employees9
Clients0
DateApr 2021
Total AUM$468M
Discretionary$425M
Non-Disc.$43M
Employees9
Clients0
DateMar 2021
Total AUM$468M
Discretionary$425M
Non-Disc.$43M
Employees9
Clients0
DateMar 2021
Total AUM$468M
Discretionary$425M
Non-Disc.$43M
Employees9
Clients0
DateJan 2021
Total AUM$468M
Discretionary$391M
Non-Disc.$77M
Employees9
Clients0
DateJun 2020
Total AUM$468M
Discretionary$391M
Non-Disc.$77M
Employees9
Clients0
DateFeb 2020
Total AUM$468M
Discretionary$391M
Non-Disc.$77M
Employees9
Clients0
DateNov 2019
Total AUM$388M
Discretionary$353M
Non-Disc.$35M
Employees9
Clients5
DateJul 2019
Total AUM$388M
Discretionary$353M
Non-Disc.$35M
Employees9
Clients5
DateJun 2019
Total AUM$388M
Discretionary$353M
Non-Disc.$35M
Employees9
Clients5
DateMar 2019
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees9
Clients5
DateJun 2018
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees7
Clients5
DateMar 2018
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees7
Clients5
DateOct 2017
Total AUM$300M
Discretionary$250M
Non-Disc.$50M
Employees6
Clients0
DateSep 2017
Total AUM$300M
Discretionary$250M
Non-Disc.$50M
Employees6
Clients325
DateMar 2017
Total AUM$300M
Discretionary$250M
Non-Disc.$50M
Employees6
Clients325
DateAug 2016
Total AUM$298M
Discretionary$252M
Non-Disc.$46M
Employees6
Clients325
DateFeb 2016
Total AUM$298M
Discretionary$252M
Non-Disc.$46M
Employees6
Clients325
DateOct 2015
Total AUM$288M
Discretionary$248.5M
Non-Disc.$39.5M
Employees6
Clients400
DateFeb 2015
Total AUM$288M
Discretionary$248.5M
Non-Disc.$39.5M
Employees6
Clients400
DateJan 2014
Total AUM$278M
Discretionary$241.7M
Non-Disc.$36.3M
Employees9
Clients347
DateJan 2014
Total AUM$231M
Discretionary$195.5M
Non-Disc.$35.4M
Employees10
Clients300
DateApr 2013
Total AUM$231M
Discretionary$195.5M
Non-Disc.$35.4M
Employees10
Clients300
DateFeb 2013
Total AUM$231M
Discretionary$195.5M
Non-Disc.$35.4M
Employees10
Clients300
DateJun 2012
Total AUM$186.3M
Discretionary$162.8M
Non-Disc.$23.5M
Employees11
Clients300
DateMar 2012
Total AUM$186.3M
Discretionary$162.8M
Non-Disc.$23.5M
Employees11
Clients300
DateApr 2011
Total AUM$219.8M
Discretionary$163.6M
Non-Disc.$56.2M
Employees5
Clients--
DateMar 2011
Total AUM$219.8M
Discretionary$163.6M
Non-Disc.$56.2M
Employees5
Clients--
DateMar 2010
Total AUM$194.6M
Discretionary$149.4M
Non-Disc.$45.3M
Employees5
Clients--
DateMar 2009
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$102.3M
Discretionary$0
Non-Disc.$102.3M
Employees10
Clients--