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They include 194 individual clients, 159 high-net-worth individuals and 15 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Seneca Financial Advisors offer?","answer":"Seneca Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Seneca Financial Advisors charge?","answer":"Seneca Financial Advisors charges 0.65%–1.00% a year for its Investment Management and Consulting. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A DISCLOSURE BROCHURE (INCLUDES FORM ADV PART 2B BROCHURE SUPPLEMENT DETAILS), filed 25 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Seneca Financial Advisors use?","answer":"Seneca Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $745M and National Financial Services LLC (Boston, MA), with $99.7M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Seneca Financial Advisors have?","answer":"Seneca Financial Advisors has 5 investment adviser representatives registered with state securities authorities, out of 19 employees, and 5 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 Seneca Financial Advisors invest in?","answer":"At the end of its last fiscal year, Seneca Financial Advisors’ separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.","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 Seneca Financial Advisors?","answer":"Seneca Financial Advisors’ direct owners are Scott Lefebre, Stephen Green, Elizabeth Raabe, Zachary Erskine, Matthew Darcy and Kimberly Merry, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Seneca Financial Advisors get paid?","answer":"Seneca Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}