← Tributary

SEABRIDGE INVESTMENT ADVISORS LLC

SUMMIT, NJ · CRD 108681 · IAPD ↗ · 908-273-5085

$771.2MRegulatory AUM
11Advisory reps
12Employees
2Clients
1-10Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — SEABRIDGE INVESTMENT ADVISORS LLC notice-filed in NC, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — SEABRIDGE INVESTMENT ADVISORS LLC reported RAUM up 26% ($610.4M -> $771.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — SEABRIDGE INVESTMENT ADVISORS LLC notice-filed in CA, CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — SEABRIDGE INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($434.4M -> $610.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — SEABRIDGE INVESTMENT ADVISORS LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2025 — SEABRIDGE INVESTMENT ADVISORS LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.