Ec Ventures V provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Ec Ventures V reports 206 clients. They include 147 individual clients, 41 high-net-worth individuals, and 18 corporations and other businesses. Of its assets, 100.0% ($292M across 527 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 19% |
| High-net-worth individuals | 20% | 43% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 9% | 38% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 147 | $54.3M | 18.6% | $369K |
| High-net-worth individuals | 41 | $126M | 43.2% | $3.08M |
| Charitable organizations | Fewer than 5 | $1.26M | 0.4% | — |
| Corporations and other businesses | 18 | $111M | 37.8% | $6.14M |
| Total | 206 | $292M | 100% | — |
- Clients
- 147
- Regulatory AUM
- $54.3M
- AUM share
- 18.6%
- Avg. per client
- $369K
- Clients
- 41
- Regulatory AUM
- $126M
- AUM share
- 43.2%
- Avg. per client
- $3.08M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.26M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- 18
- Regulatory AUM
- $111M
- AUM share
- 37.8%
- Avg. per client
- $6.14M
Total
- Clients
- 206
- Regulatory AUM
- $292M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Ec Ventures V is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Blueprint financial planning and consulting
- Blueprint financial planning and consulting fees are generally fixed flat-dollar fees of $10,000 to $500,000 annually, as agreed between the client and advisor.
- Retirement plan consulting
- Retirement plan consulting is an annual fee on a percentage of assets under advisement, a flat fee, or an hourly rate not to exceed $500, negotiable.
- Wealth management consulting
- Wealth management consulting is billed as an annual fee or a flat or fixed fee agreed between the client and advisor.
TCS Trust owns 75% or more of Ec Ventures V. The leadership team of Ec Ventures V includes Chief Compliance Officer Tara Seegers. It has 8 employees, 5 of them in advisory roles.
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 insurance agents
- Owns 75% or more of Ec Ventures V LLC
TCS Trust
Control person · since February 2025
- Owns 75% or more of Ec Ventures V LLC
Tara Seegers
Control person · since February 2026
Besides its headquarters, Ec Ventures V has 1 office, with 2 listed addresses across 2 states.
Colorado · 1 listed address
- 422 East Vermijo Avenue, Suite 200a, Colorado SpringsHQ
Texas · 1 listed address
- 200 N Loraine St, Suite 1304, Midland
Contact and registration details
- Legal name
- Ec Ventures V LLC
- Headquarters
- 422 East Vermijo Avenue, Suite 200a, Colorado Springs, CO 80903
- Website
- Not reported
- Phone
- 719-715-4179
- @exceptionalwfo
- SEC file
- 801-135545
- Structure
- Colorado LLC
- Fiscal year end
- December
Ec Ventures V’s named custodians for separately managed accounts are Charles Schwab ($153M, 57%) and Fidelity ($114M, 43%). Ec Ventures V has custody of $43.3M for 27 clients.
- FidelityNational Financial Services LLC · Boston, MA · $114M43%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $153M57%
At year end, Ec Ventures V’s separately managed accounts were largely in funds (47%) and stocks (31%).
What the accounts hold
- Stocks31%
- Exchange-traded equities27%
- Non-exchange-traded equities4%
- Funds47%
- Bonds2%
- Cash6%
- Other14%
- Fixed income14%
How many clients does Ec Ventures V have?
Ec Ventures V has 206 clients and manages $292 million for them, as of July 2026. They include 147 individual clients, 41 high-net-worth individuals, and 18 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026
What services does Ec Ventures V offer?
Ec Ventures V provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ec Ventures V use?
Ec Ventures V’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $153M and National Financial Services LLC (Boston, MA), with $114M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026
How many financial advisors does Ec Ventures V have?
Ec Ventures V has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ec Ventures V invest in?
At the end of its last fiscal year, Ec Ventures V’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 14% other, 6% cash and equivalents, 4% non-exchange-traded equities and 2% state and local bonds. The 14% other category is described as: Fixed Income.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ec Ventures V?
Ec Ventures V’s direct owners are TCS Trust (75% or more) and Tara Seegers (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 July 2026
How does Ec Ventures V get paid?
Ec Ventures V is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ec Ventures V?
Ec Ventures V’s main office is at 422 East Vermijo Avenue, Suite 200a, Colorado Springs, CO 80903. Its phone number is 719-715-4179.