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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-10-2007
- Office Locations
- 2
Office Locations
About Sera Capital Management, LLC
Sera Capital is a fee-only, independent fiduciary RIA focused on tax-efficient exit planning for real estate investors, entrepreneurs, and business owners. The team is nationally recognized for 1031 exchange consulting, specializing in Delaware Statutory Trust (DST) 1031s and 721/DST-UPREIT exchanges (over 90% of its work), plus Opportunity Zone strategies and complex ownership unitization—often partnering with advisors, CPAs, and attorneys nationwide.
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Owner & Executives
CARLOS MANUEL SERA
MANAGING PRINCIPAL, Principal
- CRD
- #1736186
- Ownership
- 75% or more
Carl Edward Sera
Chief Compliance Officer, MANAGING PRINCIPAL, PORTFOLIO MANAGER, Principal
- CRD
- #6615102
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROMAN GABRIEL BALOGH
Vice President
- CRD
- #7320051
Joseph Anthony Sera
Vice President
- CRD
- #7360459
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,555,934 | $1,028,087 |
| Non-Discretionary | $20,703,041 | $1,380,203 |
| Total | $114,258,975 | $1,077,915 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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