Seek First Inc.
● SEC registered since 2023CRD 312546SEC# 801-128770Campbell, CA
Reg. AUM
$251M
Employees
6
Accounts
511
Location
Campbell, CA
Seek First Inc. assets under management
Seek First Inc. operates as an SEC-registered investment adviser based in Campbell, CA. The firm has been registered since 2023. It reports $251 million in regulatory assets under management and employs 6 people.
Seek First Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Jason Pearring Control | President, Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Seek First Inc. manage?
Seek First Inc. reports $251 million in regulatory assets under management on its Form ADV.
How many employees does Seek First Inc. have?
Seek First Inc. reports 6 employees.
Where is Seek First Inc. located?
Seek First Inc. is based in Campbell, CA and has been SEC-registered since 2023.
Does Seek First Inc. disclose fund performance?
Seek First Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1999 South Bascom Ave, Suite 700, Campbell, CA 95008 |
| Phone | 866-398-4044 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$251M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$251Mregulatory AUM
Discretionary $251M