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Brian Seay, CFA

Planning + Investing for Multi-Generational Families

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The Capital Stewards Brian Seay, CFA
Huntsville, AL

Serving Clients Nationwide

Planning + Investing for Multi-Generational Families

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(256) 864-3399

Website

Areas of Focus

  • Estate Planning
  • Faith-Based Investing
  • Family and Money
  • Investment Management
  • Real Estate Investing
  • Taxes

About Me

Hi, my name is Brian Seay. I’m a professional who helps families build and manage multi-generational wealth. As the founder of the Capital Stewards, I have the privilege of walking with clients everyday. Every family, including yours, can build multi-generational assets with the right plan.

Speaking of plans, no one wants a 60 page financial plan. Let’s end the myth that investing must be complicated, even if you have significant wealth. We use digital tools that flex as life changes and work in-person with our clients.

I have served as an advisor to business owners and wealthy families and also designed strategies for the largest asset management firms. I am a CFA Charterholder and earned an MBA from Emory University’s Goizueta Business School. I am a member of the Financial Planning Association, the CFA Institute and the CFA Society of Alabama.

When I’m not working with clients or watching markets, you will find me chasing around my 3 children (they are really in charge), making pizza (ask for the secret) or trying new restaurants around Huntsville.

Professional Designations

  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • Financial Planning Association
  • XY Planning Network

Primary Location

4100 Market Street SW, Ste. 100, Huntsville, AL 35808

Additional Locations

📍 37215

📍 30305

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

We start the conversation by asking questions to learn more about your unique situation. Next, we create and share a one-page plan that includes bespoke insights and a proposal for working together. In our second meeting we will discuss the one-page plan and answer any of your questions. Then, we give you time to evaluate our approach so that you can make an informed decision about partnering with our firm. We look forward to connecting soon!

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

We help our clients define and achieve their financial goals.

We answer questions like:

✅ How can I reduce taxes?

✅ Am I invested in the “right things”?

✅ How should I integrate my business and personal finances?

✅ How do I prepare and empower my family to be wealth stewards?

Capital Stewards was built to better serve families seeking to build and manage multi-generational wealth. We are professional fee-only fiduciaries, not sales people. That means our client’s interests always come first. We start by building a long-term plan and then we turn to utilizing investment and other tools. Our approach integrates public and private investments, tax planning and tax preperation into one point of contact for your family.

More importantly, we help our clients be intentional with their assets, ensuring their investments align with their goals. What's your purpose in life? Where is your family going? Is your money helping you achieve your real goals? Not sure? We can help. We regularily meet in-person with clients in Huntsville, Nashville, Birmingham, Chattanooga and Atlanta and work virtually with clients across the country.

Education

Emory University - Goizueta Business School, Master of Business Administration (MBA), Finance, General | Berry College - Campbell School of Business B.S., Finance and Management

Hobbies and Interests

  • Baseball
  • Church
  • Cooking
  • Eating Out
  • Family
  • Golf
  • Grilling
  • Volunteering
  • Wine

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Christians
  • Contractors
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Intergenerational Families
  • Military
  • Parents
  • Real Estate Investors
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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