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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SeaBridge Investment Advisors have?","answer":"SeaBridge Investment Advisors has 11 investment adviser representatives registered with state securities authorities, out of 12 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SeaBridge Investment Advisors invest in?","answer":"At the end of its last fiscal year, SeaBridge Investment Advisors’ separately managed accounts held 59% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SeaBridge Investment Advisors?","answer":"SeaBridge Investment Advisors’ direct owners are Adrian Morffi, Howard Chin, Matthew Falkowski, Christopher Hohlstein and Nicole Goberman, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 3 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SeaBridge Investment Advisors get paid?","answer":"SeaBridge Investment Advisors is paid through a percentage of assets under management and fixed fees. 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