S.E.E.D. PLANNING GROUP, LLC
CRD #188521 SEC #801-91167 BINGHAMTON, NY (607) 217-5091
SEC Registered
Total AUM
$490.9M
Discretionary
$490.9M
Employees
31
Clients
251
Accounts
1,892
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $490.9M | $490.9M | $0 | 31 | 21 |
| Sep 2025 | $490.9M | $490.9M | $0 | 31 | 21 |
| Jul 2025 | $490.9M | $490.9M | $0 | 31 | 21 |
| Apr 2025 | $490.9M | $490.9M | $0 | 31 | 21 |
| Mar 2025 | $490.9M | $490.9M | $0 | 31 | 21 |
| Mar 2025 | $490.9M | $490.9M | $0 | 31 | 21 |
| Oct 2024 | $423M | $423M | $0 | 14 | 24 |
| Aug 2024 | $423M | $423M | $0 | 14 | 24 |
| Jul 2024 | $423M | $423M | $0 | 14 | 24 |
| Jun 2024 | $423M | $423M | $0 | 14 | 24 |
| Jun 2024 | $423M | $423M | $0 | 14 | 24 |
| Mar 2024 | $423M | $423M | $0 | 14 | 24 |
| Jan 2024 | $351.4M | $351.4M | $0 | 28 | 50 |
| Nov 2023 | $351.4M | $351.4M | $0 | 28 | 50 |
| Jul 2023 | $351.4M | $351.4M | $0 | 27 | 50 |
| Jun 2023 | $351.4M | $351.4M | $0 | 27 | 50 |
| Jun 2023 | $351.4M | $351.4M | $0 | 27 | 50 |
| Jun 2023 | $351.4M | $351.4M | $0 | 27 | 50 |
| Apr 2023 | $351.4M | $351.4M | $0 | 27 | 50 |
| Mar 2023 | $351.4M | $351.4M | $0 | 28 | 50 |
| Feb 2023 | $329.9M | $329.9M | $0 | 28 | 90 |
| Jan 2023 | $329.9M | $329.9M | $0 | 28 | 90 |
| Dec 2022 | $329.9M | $329.9M | $0 | 24 | 90 |
| Oct 2022 | $329.9M | $329.9M | $0 | 23 | 90 |
| Aug 2022 | $329.9M | $329.9M | $0 | 24 | 90 |
| Jun 2022 | $329.9M | $329.9M | $0 | 24 | 90 |
| Jun 2022 | $329.9M | $329.9M | $0 | 24 | 90 |
| Apr 2022 | $329.9M | $329.9M | $0 | 24 | 90 |
| Apr 2022 | $329.9M | $329.9M | $0 | 22 | 90 |
| Mar 2022 | $329.9M | $329.9M | $0 | 22 | 90 |
| Jan 2022 | $239.9M | $239.9M | $0 | 22 | 76 |
| Nov 2021 | $239.9M | $239.9M | $0 | 18 | 76 |
| Sep 2021 | $239.9M | $239.9M | $0 | 12 | 76 |
| Aug 2021 | $239.9M | $239.9M | $0 | 12 | 76 |
| Jun 2021 | $239.9M | $239.9M | $0 | 12 | 76 |
| Jun 2021 | $239.9M | $239.9M | $0 | 12 | 76 |
| May 2021 | $239.9M | $239.9M | $0 | 12 | 76 |
| May 2021 | $239.9M | $239.9M | $0 | 12 | 76 |
| Mar 2021 | $239.9M | $239.9M | $0 | 12 | 76 |
| Mar 2021 | $239.9M | $239.9M | $0 | 11 | 76 |
| Dec 2020 | $166M | $166M | $0 | 9 | 37 |
| Aug 2020 | $166M | $166M | $0 | 9 | 37 |
| Jun 2020 | $166M | $166M | $0 | 9 | 37 |
| Jun 2020 | $166M | $166M | $0 | 9 | 37 |
| Mar 2020 | $166M | $166M | $0 | 9 | 37 |
| Nov 2019 | $113.7M | $113.7M | $0 | 8 | 86 |
| Oct 2019 | $113.7M | $113.7M | $0 | 8 | 86 |
| Sep 2019 | $113.7M | $113.7M | $0 | 8 | 86 |
| Aug 2019 | $113.7M | $113.7M | $0 | 8 | 86 |
| Aug 2019 | $113.7M | $113.7M | $0 | 8 | 86 |
| May 2019 | $113.7M | $113.7M | $0 | 8 | 86 |
| Mar 2019 | $113.7M | $113.7M | $0 | 8 | 86 |
| Nov 2018 | $92.9M | $92.9M | $0 | 8 | 63 |
| Nov 2018 | $92.9M | $92.9M | $0 | 8 | 63 |
| Aug 2018 | $92.9M | $92.9M | $0 | 8 | 63 |
| Jul 2018 | $92.9M | $92.9M | $0 | 8 | 63 |
| Jul 2018 | $92.9M | $92.9M | $0 | 8 | 63 |
| Jul 2018 | $92.9M | $92.9M | $0 | 8 | 63 |
| Jul 2018 | $92.9M | $92.9M | $0 | 7 | 63 |
| Jul 2018 | $92.9M | $92.9M | $0 | 7 | 63 |
| Jul 2018 | $92.9M | $92.9M | $0 | 7 | 63 |
| Jun 2018 | $92.9M | $92.9M | $0 | 7 | 63 |
| May 2018 | $92.9M | $92.9M | $0 | 7 | 63 |
| Apr 2018 | $92.9M | $92.9M | $0 | 7 | 63 |
| Mar 2018 | $92.9M | $92.9M | $0 | 7 | 63 |
| Feb 2018 | $92.9M | $92.9M | $0 | 7 | 63 |
| Feb 2018 | $92.9M | $92.9M | $0 | 7 | 63 |
| Dec 2017 | $83.5M | $83.5M | $0 | 6 | 63 |
| Dec 2017 | $83.5M | $83.5M | $0 | 6 | 63 |
| Nov 2017 | $83.5M | $83.5M | $0 | 6 | 63 |
| Oct 2017 | $83.5M | $83.5M | $0 | 6 | 63 |
| Oct 2017 | $83.5M | $83.5M | $0 | 7 | 63 |
| Sep 2017 | $78.4M | $78.4M | $0 | 7 | 334 |
| Aug 2017 | $33.8M | $33.8M | $0 | 7 | 334 |
| Jul 2017 | $33.8M | $33.8M | $0 | 7 | 334 |
| Jul 2017 | $33.8M | $33.8M | $0 | 7 | 334 |
| Jun 2017 | $33.8M | $33.8M | $0 | 7 | 334 |
| May 2017 | $50.2M | $50.2M | $0 | 7 | 334 |
| Apr 2017 | $50.2M | $50.2M | $0 | 7 | 334 |
| Mar 2017 | $50.2M | $50.2M | $0 | 7 | 334 |
| Mar 2017 | $50.2M | $50.2M | $0 | 7 | 334 |
| Mar 2017 | $50.2M | $50.2M | $0 | 7 | 334 |
| Jan 2017 | $33.8M | $33.8M | $0 | 7 | 26 |
| Sep 2016 | $33.8M | $33.8M | $0 | 7 | 26 |
| Aug 2016 | $33.8M | $33.8M | $0 | 7 | 26 |
| Apr 2016 | $33.8M | $33.8M | $0 | 7 | 26 |
| Mar 2016 | $33.8M | $33.8M | $0 | 7 | 26 |
| Feb 2016 | $63.4M | $33.8M | $29.7M | 7 | 26 |
| Jan 2016 | $38.1M | $19.3M | $18.8M | 7 | 26 |
| Aug 2015 | $38.1M | $19.3M | $18.8M | 7 | 26 |
| Aug 2015 | $38.1M | $19.3M | $18.8M | 7 | 26 |
| Apr 2015 | $0 | $0 | $0 | 4 | 0 |
| Apr 2015 | $0 | $0 | $0 | 4 | 0 |
| Apr 2015 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$490.9M
Discretionary$490.9M
Non-Disc.$0
Employees31
Clients21
DateSep 2025
Total AUM$490.9M
Discretionary$490.9M
Non-Disc.$0
Employees31
Clients21
DateJul 2025
Total AUM$490.9M
Discretionary$490.9M
Non-Disc.$0
Employees31
Clients21
DateApr 2025
Total AUM$490.9M
Discretionary$490.9M
Non-Disc.$0
Employees31
Clients21
DateMar 2025
Total AUM$490.9M
Discretionary$490.9M
Non-Disc.$0
Employees31
Clients21
DateMar 2025
Total AUM$490.9M
Discretionary$490.9M
Non-Disc.$0
Employees31
Clients21
DateOct 2024
Total AUM$423M
Discretionary$423M
Non-Disc.$0
Employees14
Clients24
DateAug 2024
Total AUM$423M
Discretionary$423M
Non-Disc.$0
Employees14
Clients24
DateJul 2024
Total AUM$423M
Discretionary$423M
Non-Disc.$0
Employees14
Clients24
DateJun 2024
Total AUM$423M
Discretionary$423M
Non-Disc.$0
Employees14
Clients24
DateJun 2024
Total AUM$423M
Discretionary$423M
Non-Disc.$0
Employees14
Clients24
DateMar 2024
Total AUM$423M
Discretionary$423M
Non-Disc.$0
Employees14
Clients24
DateJan 2024
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees28
Clients50
DateNov 2023
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees28
Clients50
DateJul 2023
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients50
DateJun 2023
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients50
DateJun 2023
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients50
DateJun 2023
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients50
DateApr 2023
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees27
Clients50
DateMar 2023
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees28
Clients50
DateFeb 2023
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees28
Clients90
DateJan 2023
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees28
Clients90
DateDec 2022
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees24
Clients90
DateOct 2022
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees23
Clients90
DateAug 2022
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees24
Clients90
DateJun 2022
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees24
Clients90
DateJun 2022
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees24
Clients90
DateApr 2022
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees24
Clients90
DateApr 2022
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees22
Clients90
DateMar 2022
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees22
Clients90
DateJan 2022
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees22
Clients76
DateNov 2021
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees18
Clients76
DateSep 2021
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees12
Clients76
DateAug 2021
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees12
Clients76
DateJun 2021
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees12
Clients76
DateJun 2021
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees12
Clients76
DateMay 2021
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees12
Clients76
DateMay 2021
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees12
Clients76
DateMar 2021
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees12
Clients76
DateMar 2021
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees11
Clients76
DateDec 2020
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees9
Clients37
DateAug 2020
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees9
Clients37
DateJun 2020
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees9
Clients37
DateJun 2020
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees9
Clients37
DateMar 2020
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees9
Clients37
DateNov 2019
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees8
Clients86
DateOct 2019
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees8
Clients86
DateSep 2019
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees8
Clients86
DateAug 2019
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees8
Clients86
DateAug 2019
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees8
Clients86
DateMay 2019
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees8
Clients86
DateMar 2019
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees8
Clients86
DateNov 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees8
Clients63
DateNov 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees8
Clients63
DateAug 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees8
Clients63
DateJul 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees8
Clients63
DateJul 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees8
Clients63
DateJul 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees8
Clients63
DateJul 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees7
Clients63
DateJul 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees7
Clients63
DateJul 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees7
Clients63
DateJun 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees7
Clients63
DateMay 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees7
Clients63
DateApr 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees7
Clients63
DateMar 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees7
Clients63
DateFeb 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees7
Clients63
DateFeb 2018
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees7
Clients63
DateDec 2017
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees6
Clients63
DateDec 2017
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees6
Clients63
DateNov 2017
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees6
Clients63
DateOct 2017
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees6
Clients63
DateOct 2017
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees7
Clients63
DateSep 2017
Total AUM$78.4M
Discretionary$78.4M
Non-Disc.$0
Employees7
Clients334
DateAug 2017
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients334
DateJul 2017
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients334
DateJul 2017
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients334
DateJun 2017
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients334
DateMay 2017
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees7
Clients334
DateApr 2017
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees7
Clients334
DateMar 2017
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees7
Clients334
DateMar 2017
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees7
Clients334
DateMar 2017
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees7
Clients334
DateJan 2017
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients26
DateSep 2016
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients26
DateAug 2016
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients26
DateApr 2016
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients26
DateMar 2016
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees7
Clients26
DateFeb 2016
Total AUM$63.4M
Discretionary$33.8M
Non-Disc.$29.7M
Employees7
Clients26
DateJan 2016
Total AUM$38.1M
Discretionary$19.3M
Non-Disc.$18.8M
Employees7
Clients26
DateAug 2015
Total AUM$38.1M
Discretionary$19.3M
Non-Disc.$18.8M
Employees7
Clients26
DateAug 2015
Total AUM$38.1M
Discretionary$19.3M
Non-Disc.$18.8M
Employees7
Clients26
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0