Seton Smoke Capital Management (Greenbrae)

Seton Smoke Capital Management is a large advisory firm based in Greenbrae. It manages $321 million of regulatory assets for 159 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Seton Smoke Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Seton Smoke Capital Management: assets under management

The assets under management (AUM) of Seton Smoke Capital Management is $321 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $313.78 million in discretionary accounts and $7.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.02 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.8 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seton Smoke Capital Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Seton Smoke Capital Management

Robert Donald Smoke has been acting as President since 1 Jan 1992. Anne Atkinson joined the executive team most recently as the Vice President.

Direct owners and executive officers

Based in Greenbrae

The principal office where Seton Smoke Capital Management performs its advisory services is located at 100 Drake's Landing Road, Greenbrae, CA 94904 3121, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-925-1130 or by fax 415-925-1055. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.setonsmoke.com.

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