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CEO · Seia

Brian D. Holmes

CRD 1263061 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Seia, an SEC-registered wealth manager based in LOS Angeles, CA with $22.5 billion in regulatory assets, lists Brian D. Holmes on its Form ADV as CEO, a control person. The SEC filings also name Brian at 1 other registered adviser.

Firms and roles

  • SeiaCEOWealth manager · LOS Angeles, CA · $23B in regulatory assets
  • Signature Investment Advisors, LLCPresident/managing MemberWealth manager · LOS Angeles, CA · $6.8B in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.