Sebold Capital Management, Inc

Sebold Capital Management, Inc. is a Registered Investment Advisor founded in 1998 by Sean Sebold. The firm, based in Lisle, IL, specializes in providing personal financial planning and investment management services to individuals, families, trusts, estates, and family businesses. The firm's services include financial planning, wealth management, investment management, business succession planning, retirement investment consulting, and more. Sebold Capital Management operates as a fee-only firm, meaning its compensation is solely from fees paid directly by clients, and no commissions or referral fees are accepted. The firm manages over $331 million in assets for 880 accounts as of December 31, 2024. The minimum quarterly billing fee is $5,250. The firm's investment strategy primarily focuses on strategic asset allocation, utilizing passively-managed index funds, actively-managed funds, dividend-paying stocks, and individual municipal bonds. Clients have the option to impose restrictions on investing in certain securities. Sebold Capital Management acts as a fiduciary, ensuring that client interests are prioritized. The firm provides investment discretion, allowing them to manage securities accounts on behalf of clients. Additionally, the firm votes proxies on behalf of clients and maintains custody of client funds with qualified custodians. The firm's team includes professionals with certifications such as Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA®), Certified Private Wealth Advisor (CPWA®), and Certified Exit Planning Advisor (CEPA®). The firm's Chief Compliance Officer is Sean Sebold. For more detailed information, the full brochure can be obtained by contacting Sebold Capital Management directly at 630-548-9700 or via email at [email protected].