CRD: 122941
Sebold Capital Management, INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-29-1998
- Office Locations
- 1
Office Locations
About Sebold Capital Management, INC
Sebold Capital Management is a fee-only, fully independent fiduciary RIA providing wealth management and financial planning for high-net-worth families. The firm delivers a family-office-style offering spanning portfolio management, tax planning, estate and business succession planning, asset protection, and charitable giving, using a research-verified process and team-based service model. Custody includes Charles Schwab.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
SEAN THOMAS SEBOLD
President, Director, Chief Compliance Officer, Business Owner Strategy
- CRD
- #2577853
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nicholas William Niemi
Wealth Advisor
- CRD
- #6892949
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $323,560,521 | $384,733 |
| Non-Discretionary | $40,750,428 | $848,967 |
| Total | $364,310,949 | $409,799 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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