Julius Arthur Seibert & Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,542,827
Clients
97
31% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
97
HighAverage account size
$675,699
About
Julius Arthur Seibert & Company, LLC provides discretionary and non‑discretionary investment advisory services and occasional investment and non‑investment consulting to individuals, high‑net‑worth clients, trusts and estates. The firm’s Form ADV reports it manages roughly $65.5 million in client assets across both discretionary and non‑discretionary accounts.
Portfolios are constructed with an emphasis on low‑cost, diversified mutual funds and ETFs, while individual stocks or bonds and legacy holdings may be used where they fit a client’s overall strategy or tax considerations. The firm uses fundamental, technical and charting analysis and implements long‑term, short‑term and trading strategies, with ongoing personal contact and periodic reviews and specific procedures for retirement accounts and non‑discretionary engagements.
The brochure calls attention to independent third‑party ratings and points clients to outside resources such as the SEC’s adviser information page and the firm website, a disclosure practice that is uncommon among similarly sized advisors. The firm also emphasizes the principal’s CFP® credential and lengthy industry experience and discloses outside activity managing rental properties, details that may be relevant to prospective clients assessing experience and potential conflicts.
Client services
Portfolio management
Investment consulting
Expertise
Wealth management
Retirement income strategy
Fee options
Investment Consulting Services fees from $2,500 to $50,000, negotiable depending on complexity
$0 - $1,000,000: 1.50% $1,000,001 - $2,499,999: 1.00% $2,500,000 - $9,999,999: 0.75% $10,000,000+: 0.50%
Fee-only: Investment advisory fees based on a percentage of assets under management ranging from 1.50% to 0.50% depending on asset levels; Investment Consulting Services fees ranging from $2,500 to $50,000 (fixed fee, negotiable)
Main office location
Julius Arthur Seibert & Company, LLC
8044 Montgomery Road, Suite 700
Cincinnati OH 45236, United States
Number of offices
2
Most active in
Julius Arthur Seibert & Company, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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