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Sebold Capital Management, Inc. logo — Fee-only wealth management firm providing family office leve...

Sebold Capital Management, Inc.

Fee-only wealth management firm providing family office level planning and service to high net-worth business owners.

Founded 1998 United States Lisle, United States 8 employees Finance, Financial Services +1

General Information

Company Name Sebold Capital Management, Inc.
Founded Year 1998
Location United States Lisle, United States +1
Employees 8
Industries Finance, Financial Services, Banking
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About Sebold Capital Management, Inc.

Sebold Capital Management, Inc. is a fee-only wealth management firm established in 1998, based in the United States. The company's slogan emphasizes its focus on providing family office level planning and service to high net-worth business owners. Sebold specializes in advising business owners in the manufacturing, tech, and software sectors, as well as owners of medical or dental practices, particularly prior to the sale of their businesses, carefully planning for liquidity events. Their services encompass a wide range of financial aspects including business exit or succession planning, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family wealth education, and fringe benefits. The firm is dedicated to providing personal financial planning and investment management to high-net-worth individuals, families, trusts, estates, and family businesses. As of now, there is no publicly available information on the last investment and the corresponding investors. Sebold Capital Management operates in the Finance, Financial Services, and Banking industries, catering to the unique needs of affluent clientele.

Taxonomy: investment planning, business succession, exit planning, tax planning, charitable giving, retirement planning, estate planning, corporate qualified plans, education expense planning, family wealth education, high-net-worth individuals, business owners, financial planning, investment management

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Sebold Capital Management, Inc. Alternatives & Competitors

Sebold Capital Management, Inc. vs
New Era Financial Group, Inc.
New Era Financial Group, Inc. United States

Dedicated to safeguarding your wealth at every life stage.

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Sebold Capital Management, Inc. vs
KCS Wealth Advisory, LLC
KCS Wealth Advisory, LLC United States

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Sebold Capital Management, Inc. vs
Presidio Capital Management
Presidio Capital Management United States

Long-term relationships that encourage open and honest communication have been the pillar of our fou...

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FAQ About Sebold Capital Management, Inc.

Fee-only wealth management firm providing family office level planning and service to high net-worth business owners.
Sebold Capital Management, Inc. was founded in 1998.
Sebold Capital Management, Inc. is headquartered in Lisle, United States.
Sebold Capital Management, Inc. operates in the following industries: Finance, Financial Services, Banking.
Sebold Capital Management, Inc. has approximately 8 employees.
Top alternatives and competitors to Sebold Capital Management, Inc. include New Era Financial Group, Inc., KCS Wealth Advisory, LLC, Presidio Capital Management, Alliance Wealth Management Group, The Colony Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Sebold Capital Management, Inc. and New Era Financial Group, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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