Julius Arthur Seibert & Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
8044 Montgomery Road, Suite 265
Cincinnati OH 45236
Advisors at this office
1
Most active in
Indiana · Ohio · Texas
Also doing business as
Betzy, LLC · Julius Arthur Seibert & Company, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)