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Firm profile

Sebold Capital Management, Inc.

LISLE, ILCRD 122941Latest ADV March 23, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSean T. Sebold

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.