SELA CAPITAL GROUP LLC

RIASEC RegisteredEst. 1999
Total AUM
Avg account
$0
Accounts
0
Employees
10
Advisory reps
3

Firm details

Headquarters
COLORADO SPRINGS, Colorado
CRD number
109251
Registered since
December 23, 1999
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sela Capital Group LLC is an SEC-registered limited liability company that has been operating since 1999. The firm identifies as a capital allocator and provides a mix of advisory services geared toward individuals and small businesses: financial planning, discretionary portfolio management, selection and oversight of other advisers, and educational seminars or workshops. Its compensation arrangements include AUM-based fees, fixed fees and commissions. The firm does not describe itself as an active ESG investor, and it is not designated as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Luke Vanzo

    Chief Investment OfficerCRD 4874436

Contacts

2 of 2
  • Misty Silvas

    CRD 8255974

  • Sloane Herman

    PresidentCRD 8255975

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

COLORADO SPRINGS, CO

EL PASO

Location

COLORADO SPRINGS, CO

Headquartered in COLORADO SPRINGS, CO, in the West of the United States.

Region
West
County
EL PASO
Address
13570 Meadowgrass Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth