AUMdb
TS

The Seb Group, Inc.

State-registered Investment Adviser CRD 134156 · SEC file 801-63965 ·
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
1

AUM over time

$36.0M $36.0M
Jan 30, 2012 May 23, 2012

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Nonprofit clients

Charities that reported this firm as a top-paid contractor (investment services) on Form 990.

Charity Location Period
Natural Heritage Trust EIN 161019635 Albany, NY 03/31/2025

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Sharon Esta Binstok President And Chief Compliance Officer CFP Jan 2005 (22y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Foundations & charities (1)

OrganizationTypeAssetsAs of
Natural Heritage Trust Public charity $66.2M 03/31/2025

From IRS Form 990 investment-management-fee disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 987 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges

Services

  • Financial planning services
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗