Sebold Capital Management, Inc.

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

General Information
Company Name
Sebold Capital Management, Inc.
Founded Year
1998
Location (Offices)
Lisle, United States +1
Founders / Decision Makers
Number of Employees
8
Industries
Finance, Financial Services, Banking
Funding Stage
-
Social Media

Sebold Capital Management, Inc. - Company Profile

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

Funding Rounds & Investors of Sebold Capital Management, Inc. (0)

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There is no investment information

Latest News of Sebold Capital Management, Inc.

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