Seneschal Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, family office services, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Seneschal Advisors reports 227 clients. They include 138 individual clients and 89 high-net-worth individuals. Of its assets, 100.0% ($301M across 665 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 19% |
| High-net-worth individuals | 39% | 81% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 138 | $57.5M | 19.1% | $417K |
| High-net-worth individuals | 89 | $244M | 80.9% | $2.74M |
| Total | 227 | $301M | 100% | $1.33M |
- Clients
- 138
- Regulatory AUM
- $57.5M
- AUM share
- 19.1%
- Avg. per client
- $417K
- Clients
- 89
- Regulatory AUM
- $244M
- AUM share
- 80.9%
- Avg. per client
- $2.74M
Total
- Clients
- 227
- Regulatory AUM
- $301M
- AUM share
- 100%
- Avg. per client
- $1.33M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Seneschal Advisors 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 5 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Wealth Management
- 0.35% a year of assets under management plus a fixed fee starting at $15,000, as negotiated; generally recommended for $3,000,000 to $5,000,000.
- Family Office Services
- 0.25% a year of assets under management plus a fixed fee starting at $25,000, as negotiated; generally recommended for $5,000,000 to $15,000,000 and above.
- Held Away Management
- 1.00% a year on assets held away on an unaffiliated platform, billed quarterly in advance; the platform receives 0.30% of that fee.
- Limited Scope Consulting
- Quoted as a flat fee based on the scope of the services.
- Wealth Management
- 0.90% a year of assets under management, plus any quoted services outside this level; generally recommended for $1,000,000 to $3,000,000.
Jeffrey Lang owns 75% or more of Seneschal Advisors. It has 5 employees, 3 of them in advisory roles.
Leadership
- Candace DueckerMember & Principal
- Jon DuncanMember
- Tania KaarvandDirector of Operations & CCO
- Jeffrey LangManaging Member & Principal
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Candace Elayne Duecker
- Chad Thompson Glover
- Jeffrey Mitchell Lang
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Seneschal Advisors, LLC
Jeffrey Lang
Control person · since April 2013
- Owns 10% to 25% of Seneschal Advisors, LLC
Candace Duecker
Control person · since April 2020
Seneschal Advisors’ regulatory assets grew 1.6× from $192M (July 2021) to $301M (July 2026); clients rose from 162 to 227 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $301M | 227 | 5 | 1 |
| February 2025 | $274M | 219 | 5 | 1 |
| March 2024 | $245M | 210 | 6 | 1 |
| July 2023 | $219M | 192 | 5 | 1 |
| March 2022 | $228M | 180 | 4 | 1 |
| July 2021 | $192M | 162 | 4 | 1 |
Besides its headquarters, Seneschal Advisors has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 2323 N. 30th Street, Suite 200, TacomaHQ
Other business names
Seneschal Advisors has reported 1 other business name to the SEC.
- Seneschal Advisors, LLC
Contact and registration details
- Legal name
- Seneschal Advisors, LLC
- Headquarters
- 2323 N. 30th Street, Suite 200, Tacoma, WA 98403
- Website
- seneschalfamilyoffice.com
- Phone
- 253-460-3430
- @seneschal-family-office
- SEC file
- 801-100396
- Founded
- 2004
- Structure
- Washington LLC
- Fiscal year end
- December
Seneschal Advisors uses Charles Schwab ($301M) as custodian for its separately managed accounts. Seneschal Advisors has custody of $125M in client assets for 106 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $301M100%
At year end, Seneschal Advisors’ separately managed accounts were largely in stocks (45%) and funds (45%). Its reported 13F holdings for the quarter ended 31 March 2026 total $135M across 594 positions; the largest are Vanguard BD Index Fds (22.7%), Vanguard Index Fds (17.1%) and Dimensional ETF Trust (6.5%).
What the accounts hold
- Stocks45%
- Funds45%
- Bonds3%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash7%
Reported 13F holdings
- $135M
- Reported 13F value
- 594
- Positions
- 75.0%
- In the 10 largest
- —
- Value vs. prior quarter
- Vanguard BD Index Fds · Intermed Term22.7%
- Vanguard Index Fds · Total Stk Mkt17.1%
- Dimensional ETF Trust · US Equity Market6.5%
- Dimensional ETF Trust · US Mktwide Value5.8%
- Dimensional ETF Trust · US Targeted Vlu5.1%
- Vanguard Charlotte Fds · Total Int BD ETF4.5%
- Dimensional ETF Trust · US Small Cap ETF4.3%
- Dimensional ETF Trust · US Real Estate E3.7%
- Amazon Com Inc.2.9%
- Microsoft Corp.2.3%
Together, the ten largest are 75.0% of reported value.
How many clients does Seneschal Advisors have?
Seneschal Advisors has 227 clients and manages $301 million for them, as of July 2026. They include 138 individual clients and 89 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Seneschal Advisors offer?
Seneschal Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, family office services, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Seneschal Advisors use?
Seneschal Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $301M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Seneschal Advisors have?
Seneschal Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 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
What does Seneschal Advisors invest in?
At the end of its last fiscal year, Seneschal Advisors’ separately managed accounts held 45% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 2% state and local bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Seneschal Advisors?
Seneschal Advisors’ direct owners are Jeffrey Lang (75% or more) and Candace Duecker (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Seneschal Advisors get paid?
Seneschal Advisors 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 Seneschal Advisors?
Seneschal Advisors’ main office is at 2323 N. 30th Street, Suite 200, Tacoma, WA 98403. Its phone number is 253-460-3430. Its website is seneschalfamilyoffice.com.