← Directory
S.E.E.D. PLANNING GROUP, LLC
CRD 188521File 801-91167
APPROVED
Retail clients
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$568.0M
Above cohort median (national)
Discretionary AUM
$568.0M
Clients
763
2,027 accounts
Employees
28
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 16, 2015
- Principal office
- 31 LEWIS STREET, SUITE 401, BINGHAMTON, NY, 13901
- Phone
- (607) 217-5091
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $568.0M
- Discretionary AUM
- $568.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,027
- Non-discretionary accounts
- 0
- Total accounts
- 2,027
- AUM per client
- $744K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $1.5M |
| Charitable organizations | 10 | $9.5M |
| High net worth individuals | 182 | $415.3M |
| Individuals (other than high net worth individuals) | 566 | $141.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.