Seneschal Advisors, LLC
Seneschal Advisors, LLC (doing business as Seneschal Family Office) is a Tacoma, WA-based, SEC-registered investment adviser and family office. Founded in 2004, the firm provides fee-only financial planning, discretionary investment management, and comprehensive family office services primarily to high-net-worth individuals and families experiencing major life transitions such as retirement, inheritance, or business sale. The team customizes financial and life plans reflecting client values and goals, with services scaling from limited consulting to full wealth management. As of 2023, principal owners include Jeffrey M. Lang, Candace E. Duecker, Tania P. Kaarvand, and Jon M. Duncan.
Investment Strategy
Seneschal Family Office focuses on long-term investments and option writing with a rigorous approach centered on asset allocation and fundamental analysis. Portfolios are tailored to each client's financial objectives and life transitions, reflecting a philosophy of aligning investments with core values. The firm provides discretionary portfolio management, using Charles Schwab & Co. as custodian, and does not engage in performance-based fees or commissions.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIV | VANGUARD BD INDEX FDS | 26.59% | $33.7M | 435,913 | $74.80 | $77.34 | +$1.2M |
V VTI | VANGUARD INDEX FDS | 18.51% | $23.5M | 77,208 | $289.81 | $303.93 | +$2.7M |
D DFUS | DIMENSIONAL ETF TRUST | 6.65% | $8.4M | 125,856 | $63.75 | $67.02 | +$651.1K |
D DFUV | DIMENSIONAL ETF TRUST | 5.38% | $6.8M | 161,476 | $40.93 | $42.28 | +$224.9K |
D DFAT | DIMENSIONAL ETF TRUST | 4.76% | $6.0M | 111,904 | $55.65 | $53.96 | +$251.6K |