Falists
← Back to search

SEBOLD CAPITAL MANAGEMENT, INC

CRD 122941 · SEC 801-78616

Visit website

2443 WARRENVILLE ROAD, SUITE 150, LISLE, IL, 60532, United States

Phone

630-548-9700

Fax

630-566-5155

Registration

— (—)

Source

State registered

Total AUM

$364.3M

Discretionary AUM

$323.6M

Team

9 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals75$20.9M
High net worth individuals119$301.2M
Pension/profit sharing plans8$42.0M
Corporations/business entities2$235K

All web addresses on file

Official SEC filing: View on IAPD