Sebold Capital Management, Inc

Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses, serving both high-net-worth and non‑HNW clients. Its service offerings include ongoing investment management, comprehensive financial planning, business succession planning, retirement plan consulting, and access to separately managed account (SMA) programs with third‑party managers.

The firm’s investment approach is centered on strategic asset allocation, combining passive index and ETF exposures with selectively chosen active funds, dividend‑paying equities, and municipal bonds informed by fundamental research and third‑party sources. Sebold delivers both discretionary and non‑discretionary management, conducts regular account reviews, and performs due diligence and periodic monitoring of third‑party managers used in SMA arrangements.

Noteworthy characteristics include a relatively small advisory team managing several hundred million in client assets and advisors who hold advanced credentials focused on private wealth and exit planning (CFP®, CFA®, CPWA®, CEPA®). The brochure explicitly states the firm does not accept commissions or referral fees and also highlights participation in custodian‑sponsored educational conferences and industry workshops, which the firm uses for research, due diligence, and professional development.