Brian Seay
Capital Stewards · Huntsville, Alabama
Brian Seay is a fee-only financial advisor at Capital Stewards in Huntsville, Alabama, who holds the CFA credential. Brian charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,600 a year and one-time plans from $1,500) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Capital Stewards |
|---|---|
| Based in | Huntsville, Alabama |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,600 a year · One-time plans from $1,500 |
| Accepting new clients | Yes |
| Assets under management | $11.7M across 14 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AL, GA, TN · CRD 7411892 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thecapitalstewards.com |
| Profile |
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Questions about Brian
Is Brian Seay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Capital Stewards reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Brian charge?
According to Capital Stewards's website, checked October 30, 2026: ongoing planning from $3,600 a year; one-time plans from $1,500.
Where is Brian Seay based?
Brian Seay is based in Huntsville, Alabama.
What does Brian specialize in?
Brian's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, small business owners and family wealth transfer. Brian works with executives and founders.
What credentials does Brian Seay hold?
Brian Seay holds the CFA credential.
Is Brian Seay registered with the SEC?
Yes. Brian Seay is registered as an investment adviser representative in AL, GA and TN (CRD 7411892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Stewards manage?
Capital Stewards reports $11.7M across 14 accounts in assets under management.
How do I contact Brian Seay?
Through Brian's website, www.thecapitalstewards.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capital Stewards website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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