Overview
Assets Under Management: $304 million
Headquarters: LISLE, IL
High-Net-Worth Clients: 76
Average Client Assets: $3 million
Frequently Asked Questions
SEBOLD CAPITAL MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122941), SEBOLD CAPITAL MANAGEMENT, INC is subject to fiduciary duty under federal law.
SEBOLD CAPITAL MANAGEMENT, INC is headquartered in LISLE, IL.
SEBOLD CAPITAL MANAGEMENT, INC serves 76 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, SEBOLD CAPITAL MANAGEMENT, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
SEBOLD CAPITAL MANAGEMENT, INC manages $304 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, SEBOLD CAPITAL MANAGEMENT, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 813
Discretionary Accounts: 594
Non-Discretionary Accounts: 219
Regulatory Filings
CRD Number: 122941
Last Filing Date: 2024-03-15 00:00:00
Website: https://www.seboldcapital.com