SEBOLD CAPITAL MANAGEMENT, INC

Overview

Sebold Capital Management, Inc. is an independent, owner-operated registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and institutions. The firm, registered with the SEC since 2013, uses a fee mix that includes a percentage of assets under management plus hourly and fixed-fee engagements for planning or specialized work. Advisory services extend to portfolio management for individuals and small businesses, institutional portfolio work, pension consulting and educational workshops. Sebold Capital employs other financial product sales activities as part of its service mix and does not market itself as an ESG-focused allocator. The firm’s public profile includes recognition from FA Magazine in 2020, where it was listed among Top RIA Firms. Management’s investment approach, as reflected in portfolio and filing activity, emphasizes pooled public funds and ETFs for core market exposure while using external managers for real estate allocations. Sebold does not position itself as a capital allocator in the private markets sense, but it does incorporate third-party alternative real estate vehicles alongside mutual funds and ETFs.

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