Seeds Investor Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 950
- Avg AUM / client
- $1.1M
- Accounts
- 1,968
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 937 | $1.0B | 100.0% |
| Other investment advisers | 13 | — | — |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael William Conway | Chairman | Chartered Financial Consultant | Apr 2020 (6y) | Less than 5% |
| Zachary Adam Conway | Chief Executive Officer And Chief Compliance Officer | Apr 2020 (6y) | ≈ 37.5% – 75% via Seeds Investor Holdings, Inc. | |
| Timothy James Mc Clatchy | Registered representative | Apr 2026 (0y) | ||
| Amy Lynn Magnotta | Registered representative | CFA | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Seeds Investor Holdings, Inc. | Managing Member | Apr 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zachary Adam Conway: 50% – 75% of Seeds Investor Holdings, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 903 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
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $573M (57% of AUM) Jul 2026
- Charles Schwab & Co. $411M (41% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗