|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sebold Capital Management Inc
✚
|
|
|---|---|
| CRD # | 122941 |
| SEC # | 801-78616 |
| CIK # | 0001972836 |
| AUM | $331.2 M (2025-03-21) |
| Employees | 9 (22% Investors, 0% Brokers) |
| Phone | 630-548-9700 |
| Address | 2443 Warrenville Road Lisle, IL 60532 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 1.2 | ||
| Capital One Financial Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 24.8 |
| (b) Individuals (high net worth individuals) | 76 | 265.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 38.6 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 880 | 331.2 |
| By Discretionary | ||
| Discretionary | 797 | 293.7 |
| Non-Discretionary | 83 | 37.5 |
| Total | 880 | 331.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 330.1 | |
| Total | 880 | 331.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001972836] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legend Financial Advisors Inc
✚
|
PA | 0.3 |
|
Hanover Advisors Inc
✚
|
SC | 0.3 |
|
Wealth Quarterback LLC
✚
|
NJ | 0.3 |
|
Castleview Partners LLC
✚
|
TX | 0.3 |
|
Sykon Capital LLC
✚
|
NY | 0.3 |
|
Keating Financial Advisory Services Inc
✚
|
KS | 0.3 |
|
BIP Alliance LLC
✚
|
GA | 0.3 |
|
Resurgent Financial Advisors LLC
✚
|
GA | 0.3 |
|
National Wealth Management Group LLC
✚
|
OH | 0.3 |
|
OMNI 360 Wealth Inc
✚
|
NJ | 0.3 |