Seaside Wealth Management, Inc.
- Regulatory AUM
- $459M
- Discretionary
- $455M
- Clients
- 380
- Avg AUM / client
- $1.2M
- Accounts
- 1,175
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 228 | $108M | 23.5% |
| High net worth individuals | 152 | $352M | 76.5% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley James Lineberger | President And Chief Compliance Officer | CFP Chartered Financial Consultant | Aug 2015 (11y) | 75% or more |
| Matthew Brian Callahan | Registered representative | CFP Chartered Financial Consultant | Jun 2020 (6y) | |
| Jerri Hammons | Registered representative | Jan 2023 (4y) | ||
| Austin Robert Mangold | Registered representative | May 2024 (2y) | ||
| Todd Alan Cline | Registered representative | CFP | Sep 2025 (1y) | |
| Kade Scott Kretzschmar | Registered representative | Nov 2025 (1y) | ||
| Derek Justin Finch | Registered representative | Jan 2026 (1y) | ||
| Anthony Carl Franco | Registered representative | CFP | Feb 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 02/19/2026 | 899 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $459M (100% of AUM) Feb 2026
- Fidelity Brokerage Services $23.6M (15% of AUM) Aug 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗