George E. Seay

ANNANDALE CAPITAL

Dallas, TX 75204

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CRD#: 3070022

Professional summary

George Edward Seay III, CFA, who also goes by George Seay, is a registered financial advisor currently at ANNANDALE CAPITAL, LLC located in Dallas, Texas.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. George has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Seay

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Edward Seay III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

January 20, 2006 - Present

ANNANDALE CAPITAL, LLC

Office #1: 2626 Cole Avenue, Suite 700, Dallas, TX 75204

RIA

CRD#: 136667

Dallas, TX

Past

November 16, 2005 - December 31, 2008

SEAY STEWARDSHIP & INVESTMENT CO.

RIA

CRD#: 108704

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ANNANDALE CAPITAL, LLC

CRD#: 136667 / SEC#: 801-64802

RIA

Registered Investment Advisory firm - (10/11/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/20/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/22/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 6/3/1998

General Securities Representative Examination

Current Firm

ANNANDALE CAPITAL, LLC

CRD#: 136667 / SEC#: 801-64802

RIA

Registered Investment Advisory firm - (10/11/2005 Approved)

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Contact information

Main Address

2626 Cole Avenue, Suite 700, Dallas, TX 75204

Mailing Address

Phone number

(214) 523-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANNANDALE CAPITAL, LLC ADV BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 1,390,449,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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George E. Seay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Edward Seay III's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANNANDALE CAPITAL, LLC

SEAY STEWARDSHIP & INVESTMENT CO.

Primary Firm SEC Registration

ANNANDALE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/1998

Series 7

Date: 6/3/1998

Current Firm

ANNANDALE CAPITAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANNANDALE CAPITAL, LLC

TRUST BUT VERIFY

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