Seastrunk Financial Management, LLC is a South Carolina-based Registered Investment Advisor. We are a Fee-Only firm led by CERTIFIED FINANCIAL PLANNER® Practitioners, proudly serving clients both locally and nationwide with comprehensive financial planning and investment management.
We’re not just advisors; we’re a family team.
Our passion?
Helping people like you make smarter financial decisions. Life throws curveballs, priorities change, and financial mistakes happen—not because you’re careless, but because the rules of money keep changing!
That’s where we come in.
Our mission?
To guide you with time-tested strategies and personalized advice so you can navigate life’s twists and turns with confidence.
We help you avoid costly traps, save you from making bad calls, and, most importantly—keep your financial plan on track.
The financial world isn’t exactly friendly. It’s filled with con artists, greedy institutions, slick salespeople, and a whole lot of noise. Most of the advice out there? It sounds good, but it can be dangerous in the long run. The flashy “secret” to riches? That magical high-return, low-risk investment? It’s a unicorn—it doesn’t exist.
We’re here to keep you grounded. To help you focus on what works. As Benjamin Graham once said: “The investor’s chief problem—and even his worst enemy—is likely to be himself.” Smart investing isn’t about chasing trends or getting swept up in media hype—it’s about patience, discipline, and staying the course.
Look, managing your money is no small task. It’s overwhelming. It’s time-consuming. And let’s face it—most people just don’t enjoy it. But we do. In fact, we live for this stuff!
So, if you’re tired of second-guessing your financial decisions, give us a call. We’ll help you take control and avoid the mistakes that cost you time and money.
Remember: It’s always cheaper to avoid a problem than to fix one!
D.O.B. July 14, 1964
Education:
• Francis Marion College – Florence, SC: Bachelor of Business Administration – 1988
• College For Financial Planning, Denver, CO – Certified Financial Planner Education Program – 2000
Professional Credential:
CFP®: CERTIFIED FINANCIAL PLANNER®
CFP® Certificants must pass the comprehensive CFP® Certification Examination, pass the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, which puts clients’ interests first, and comply with the Financial Planning Practice Standards which spell out what clients should be able to expect from the financial planning engagement reasonably. And complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field.
Business Background:
• James H. Rice, CFP® & Associates 1988 – 1990: Conrad began his career working as a Series 7 Registered Representative of Source Securities, Inc and an Investment Advisor Representative of James H. Rice, CFP® & Associates.
• NYlife Advisors, Inc. 1990 – 1994: Investment Advisor Representative
• New York Life 1990 – 1994: Insurance Agent
• NYlife Securities 1990 – 1994: Registered Representative
• D.B.A. Seastrunk Financial Management Co. 1994 – 2009: Registered Investment Advisor
• Seastrunk Financial Management, LLC 2009 – Present: Investment Advisor Representative
ITEM 3- DISCIPLINARY INFORMATION
Conrad Seastrunk has no disciplinary information to disclose. He has not: (a) been party to a criminal or civil action in a domestic, foreign or military court, (b) been party to an administrative proceeding before the SEC, any other federal regulatory agency, any state regulatory agency or any foreign financial regulatory authority; or (c) been party to a self-regulatory proceeding.
ITEM 4- OTHER BUSINESS ACTIVITIES
Conrad Seastrunk is not actively engaged in any other business activities.
ITEM 5- ADDITIONAL COMPENSATION
Conrad Seastrunk receives no additional economic benefit from third parties for providing advisory services.
ITEM 6 – SUPERVISION
Conrad Seastrunk is the Chief Compliance Officer for Seastrunk Financial Management, LLC and is responsible for following all applicable laws concerning advisory activities.
ITEM 7- REQUIREMENTS FOR STATE-REGISTERED ADVISERS
Conrad Seastrunk has not been involved in: (a) any arbitration claim alleging damages over $2,500; (b) any civil, self-regulatory organization, or administrative proceeding; or (c) a bankruptcy petition.
Conrad “Eric” Seastrunk, Jr. is a CERTIFIED FINANCIAL PLANNER® and a graduate of Francis Marion University with a BBA in Finance. Eric has met the CFP Board’s educational, experience, examination, and ethical requirements and has committed to providing financial planning services that adhere to the CFP Board’s standard of excellence.
ITEM 2- EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Conrad Eric Seastrunk, Jr
D.O.B. January 13th, 1993
Education:
•Francis Marion University – Florence, SC: Bachelor of Business Administration in Finance -2016
Professional Credential:
CFP®: CERTIFIED FINANCIAL PLANNER®
Certificants must pass the comprehensive CFP® Certification Examination, pass the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, which puts clients’ interests first, and comply with the Financial Planning Practice Standards which spell out what clients should be able to expect from the financial planning engagement reasonably. And complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field.
Business Background:
•Seastrunk Financial Management, LLC 2017 – Present: Investment Advisor Representative
ITEM 3- DISCIPLINARY INFORMATION
Conrad E. Seastrunk, Jr. does not have any disciplinary information to disclose. He has not: (a) been party to a criminal or civil action in a domestic, foreign or military court, (b) been party to an administrative proceeding before the SEC, any other federal regulatory agency, any state regulatory agency or any foreign financial regulatory authority; or (c) been party to a self-regulatory proceeding.
ITEM 4- OTHER BUSINESS ACTIVITIES
Conrad Eric Seastrunk, Jr. is not actively engaged in any other business activities.
ITEM 5- ADDITIONAL COMPENSATION
Conrad Eric Seastrunk, Jr. does not receive any additional economic benefit from third parties for providing advisory services.
ITEM 6 – SUPERVISION
Conrad E. Seastrunk, Sr. is the Chief Compliance Officer for Seastrunk Financial Management, LLC and is responsible for following all applicable laws concerning advisory activities.
ITEM 7- REQUIREMENTS FOR STATE-REGISTERED ADVISERS
Conrad Eric Seastrunk, Jr. has not been involved in: (a) any arbitration claim alleging damages in excess of $2,500; (b) any civil, self-regulatory organization, or administrative proceeding; or (c) a bankruptcy petition.
