SEBETIC ADVISORS, LLC

Overview

Sebetic Advisors, LLC is a small, fee-based registered investment adviser that manages discretionary portfolios for individuals and small businesses. The firm’s playbook centers on pooled public funds and mutual fund wrappers as the primary vehicles for core asset allocation, supplemented by targeted allocations to third-party real estate strategies. Portfolio management is conducted on a discretionary basis under a percentage-of-AUM fee schedule, with performance-based fees used on select mandates, indicating flexibility to run outcome-focused or incentive-aligned arrangements for particular clients. Investment preferences emphasize liquid, manager-driven exposures rather than concentrated single-stock bets. The adviser is not positioned as an active ESG investor and does not present multi-state advisory operations. Given its client base and fee setup, the firm appears structured to serve high-net-worth households and small-business owners who want delegated investment management with access to external alternative real estate managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices