Seek & Find Financial, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 335231
· Chesterton, IN
· seekandfindfinancial.com
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ADV data as of Jun 19, 2026
- Regulatory AUM
- $13.8M
- Discretionary
- $11.3M
- Clients
- 49
- Avg AUM / client
- $282K
- Accounts
- 46
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $9.4M | 68.3% |
| High net worth individuals | 2 | $1.9M | 13.4% |
| Pension and profit sharing plans | 3 | $1.8M | 12.8% |
| Corporations and other businesses | 3 | $746K | 5.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel John Delaney | Registered representative | Mar 2025 (1y) | ||
| Michael William Halloran | Registered representative | Sep 2025 (1y) | ||
| Hayden Marcus Kaminski | Registered representative | Feb 2026 (1y) |
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) | 06/19/2026 | 1.02 MB | 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
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Truist Financial Corp $9.4M (68% of AUM) Jun 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: Jun 19, 2026.
View current Form ADV (SEC/IAPD) ↗