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CRD#: 321122

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

SEO CAPITAL MANAGEMENT LLC is located at 1704 Shorter Avenue Nw, Rome, GA 30165. SEO CAPITAL MANAGEMENT LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SEO CAPITAL MANAGEMENT LLC’s clients are individuals and 0% of their clients are high net worth individuals. SEO CAPITAL MANAGEMENT LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SEO CAPITAL MANAGEMENT LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SEO CAPITAL MANAGEMENT LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SEO CAPITAL MANAGEMENT LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for SEO CAPITAL MANAGEMENT LLC Comes From

Understanding the Statistics for SEO CAPITAL MANAGEMENT LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
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MISC
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Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1704 Shorter Avenue Nw, Rome, GA 30165
Mailing Address
3 Central Plaza Suite 392, Rome, GA 30161
Phone Number
(706) 767-2474
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
Seo, ShaneMANAGING MEMBER04/20227558115

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Advisor's working at SEO CAPITAL MANAGEMENT LLC

Reuben Mccoy Rowley
AdvisorCheck Check Mark

Reuben Mccoy Rowley

IAR
RR
CRD#: 7210687
CFP®: Certified Financial Planner
Location:
American Fork, UT 84003
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
5 years
View Profile
Robert M. Wyrick, Jr.
AdvisorCheck Check Mark

Robert M. Wyrick, Jr.

Rob Martin Wyrick Jr, Rob Wyrick Jr, Rob Wyrick, Robert M Wyrick Jr, Robert M Wyrick, Robert Martin Wyrick Jr
IAR
CRD#: 1219995
Location:
Houston, TX 77002
Company:
POST OAK PRIVATE WEALTH ADVISORS
Disclosures:
Experience:
35 years
View Profile
Richard James Ryan
AdvisorCheck Check Mark

Richard James Ryan

PR
CRD#: 2954069
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63103-2205
Company:
WELLS FARGO CLEARING SERVICES, LLC
Disclosures:
Experience:
28 years
View Profile
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