Sebold Capital Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Lisle, IL. Its latest Form ADV filing, dated March 23, 2026, reports $364M in regulatory assets under management, 9 employees, and 889 accounts.
Assets Under Management
$364M
Employees
9
Offices
--
Total Clients
204
Primary office
LISLE, IL
2443 WARRENVILLE ROAD, SUITE 150, LISLE, IL, United States
Top client segmentHNWI represent 58.3% of total clients.
Top client categories% of clientsClients
1
HNWI
58.3%
119
2
Individuals
36.8%
75
3
Pension Plans
3.9%
8
4
Corporations
1.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$364Mas of March 23, 2026
Discretionary88.8%
$324M
89% of total RAUM88.8%
Non-discretionary11.2%
$41M
11% of total RAUM11.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$364M
Total Accounts889
10Y AUM Change+$236M (+184.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee23:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.