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SEBOLD CAPITAL MANAGEMENT, INC

2443 Warrenville Road
Suite 150
Lisle, Illinois 60532
Tel: 630-548-9700

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About SEBOLD CAPITAL MANAGEMENT, INC

SEBOLD CAPITAL MANAGEMENT, INC, formally registered with the SEC as SEBOLD CAPITAL MANAGEMENT, INC. The firm was established in 09/27/2013. They have over 1 offices throughout the country.

SEBOLD CAPITAL MANAGEMENT, INC is a Lisle, Illinois based Financial Planning firm with nearly $303,807,809 assets under management, offering retirement planning & investment advisory services to 813 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#122941
SEC#801-78616
Assets Managed by Firm$303,807,809
No. of Clients813
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total813$303,807,809
Individuals (other than high net worth individuals)71$26,648,134
High net worth individuals87$241,969,850
Pension and profit sharing plans7$33,150,352
Corporations or other businesses2$2,039,473

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