Sebold Capital Management Inc.
Lisle, Illinois
Sebold Capital Management Inc. at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 9 employees and 194 individual clients, 119 of them high net worth.
- Its average account is about $410,000 (assets it manages divided by its 889 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Lisle, Illinois |
|---|---|
| Website | seboldcapital.com |
| [email protected] | |
| Phone | (630) 548-9700 |
Questions about Sebold Capital Management Inc.
How is Sebold Capital Management Inc. paid?
Sebold Capital Management Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Sebold Capital Management Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Sebold Capital Management Inc., and 2 hold the CFP.
What is the average account at Sebold Capital Management Inc.?
Sebold Capital Management Inc.'s average account is about $410,000. That's the assets on its Form ADV divided by its 889 accounts.
Sebold Capital Management Inc. fees
Sebold Capital Management Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $364 million |
| Individual clients | 75 |
| High-net-worth clients | 119 |
| Accounts managed | 889 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-78616) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 122941 |