CRD: 142288
Julius Arthur Seibert & Company, LLC
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-2007
- Office Locations
- 1
Office Locations
About Julius Arthur Seibert & Company, LLC
Cincinnati-based Julius Arthur Seibert & Company, LLC is a retail-focused RIA providing financial and investment planning, including tax and estate considerations, with an emphasis on disciplined, cycle-aware asset allocation and risk management. Portfolios commonly use ETFs, mutual funds, and fixed income, with custody support that includes Charles Schwab.
Reported data analysis
What the numbers show
Between November 22, 2011 and April 27, 2012, reported AUM decreased 2.7%, from $34.2M to $33.3M.
Of the latest reported AUM, 93.7% is discretionary and 6.3% is non-discretionary.
The firm reports 1 advisory representatives and 97 clients, or 97 clients per representative. That equates to $675.7K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PHILIP EDWARD SEIBERT
Chief Compliance Officer, President
- CRD
- #418113
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,382,661 | $380,494 |
| Non-Discretionary | $6,160,166 | $150,402 |
| Total | $65,542,827 | $346,939 |
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Separately Managed Accounts
SMA allocation detail is available
Julius Arthur Seibert & Company, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.