Sebold Capital Management, Inc.
Sebold Capital Management, Inc. is a fee-only, independent Registered Investment Adviser headquartered in Lisle, Illinois, serving high-net-worth individuals, families, trusts, estates, and family businesses. Founded in 1998 by Sean Sebold, the firm specializes in bespoke financial planning, wealth management, retirement investment consulting, business succession planning, and investment management. They are a multi-family office focused on comprehensive, research-driven, and fiduciary advice, with a team including Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA®), Certified Private Wealth Advisor (CPWA®), and Certified Exit Planning Advisor (CEPA®) professionals. The firm's approach is highly customized to client needs, with an emphasis on transparency and long-term partnership. As of December 31, 2024, they serve 880 accounts with over $331 million in assets under management and operate on a fee-only basis, refusing commissions or referral fees.
Investment Strategy
Sebold Capital Management applies a strategic asset allocation approach, investing primarily in a mix of passively-managed index funds, actively-managed mutual funds, dividend-paying stocks, and individual municipal bonds. Their philosophy is to develop Investment Policy Statements based on each client’s specific goals, then construct portfolios that balance growth and preservation, with continuous monitoring and adjustments as needed. The firm also incorporates risk mitigation, tax strategy, estate planning, and intergenerational wealth transfer into its wealth management process. Clients can place investment restrictions according to personal preferences. Sebold acts as a fiduciary, maintaining investment discretion and voting proxies in clients' best interests.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 16.70% | $27.1M | 149,172 | $141.68 | $181.74 | +$920.9K |
V VO | VANGUARD INDEX FDS | 7.56% | $12.3M | 43,876 | $214.36 | $279.83 | +$1.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 7.37% | $12.0M | 58,419 | $164.79 | $204.67 | +$1.2M |
F FNDE | SCHWAB STRATEGIC TR | 5.62% | $9.1M | 276,545 | $26.40 | $33.01 | +$1.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.66% | $7.6M | 132,566 | $43.51 | $57.01 | +$816.2K |