Trystan Cleaver
Financial advisor at Seek First Inc.
Last updated 2026-10-10
Claim your profileTrystan Cleaver is a financial advisor at Seek First Inc., CRD 7812011. Licenses and exams on the registration: Series 65. IAPD registration began 2026-01-06.
Registration
- CRD number
- 7812011
- Registration status
- Active
- IAPD registration
- 2026-01-06
- Industry Experience
- 0 years
- Work Experience
- 11 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2023-06 to Present · Seek First Inc · Campbell, CA
- 2019-02 to Present · The Duck Dive · San Diego, CA
- 2018-10 to 2023-06 · Coastwise Capital Group · La Jolla, CA
- 2017-05 to 2018-09 · Pacific Terrace Hotel · San Diego, CA
- 2015-01 to 2017-05 · Lyft Inc · San Diego, CA
Current employment
- Seek First Inc. · Campbell, CA
Seek First Inc.
- Regulatory AUM
- $251,000,000
- Registered advisors
- 3
- Offices
- 3
- Average AUM per client
- $2.9M (Low)
- High-net-worth client ratio
- 73.3% (High)
Seek First Inc.: advisors, services and reported ETF investments
About
Trystan Cleaver is a financial advisor at Seek First Inc.. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 11 years of reported work history.
Seek First Inc.'s firm-level Form ADV reports 3 advisors across 3 offices; approximately 28.7 clients per advisor, average assets per client of $2,918,605, and regulatory AUM of $251M; client categories including Individuals (non-HNW), High net worth individuals, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $106.8M across 39 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Trystan Cleaver personally.
Reported ETF positions
Seek First reports 39 ETF positions worth $106.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHG — Schwab U.S. Large-Cap Growth ETF | $24.6M |
| SCHV — Schwab U.S. Large-Cap Value ETF | $20.5M |
| SCHD — Schwab US Dividend Equity ETF | $6.6M |
| SCHF — Schwab International Equity ETF | $6.4M |
| VBR — Vanguard Morningstar Small-Cap Value ETF | $6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Seek First's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | SPY — SPDR S&P 500 ETF TRUST | $1.9M | Top 98.6% | Peer conviction 63.0% · Active return +2.94% |
| Addressable Market | SPY — SPDR S&P 500 ETF TRUST | $1.9M | Top 99.3% | Addressable AUM $8.8T · Peer conviction 63.0% |
| Residual Alpha | EPS — WisdomTree U.S. LargeCap Fund | $684.6K | Top 98.7% | Residual alpha +0.72% · Residual Sharpe 0.06 |
| Diversification Benefits | PSI — Invesco Semiconductors ETF | $395.2K | Top 92.4% | Replicability (R²) 67.1% · Residual Sharpe 0.02 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Seek First Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
Contact
The firm's filed contact details.
- Phone: 866-398-4044
- Website: seekfirstinc.com
Official record
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