Sebold Capital Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$322,123,748
Clients
194
Advisors
2
of 9 employees
About
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.
Client services
Expertise
Occupation focus
Fee options
Initial financial planning fee for Wealth Management is a one-time $2,000 fee.
$0 - $1,000,000: 1.25% (Wealth Management) $1,000,000 - $2,000,000: 0.85% (Wealth Management) $2,000,001 - $6,000,000: 0.65% (Wealth Management) $6,000,001 - $25,000,000: 0.55% (Wealth Management) $25,000,001+: 0.50% (Wealth Management) $0 - $1,000,000: 1.00% (Investment Management) $1,000,001 - $2,000,000: 0.75% (Investment Management) $2,000,001 - $10,000,000: 0.50% (Investment Management) $10,000,001+: 0.40% (Investment Management) Varies+: 0.20% to 1.25% (Retirement Investment Consulting depending on plan size and complexity)
Financial Planning fees range from $20,000 to $50,000 per year, invoiced quarterly in advance.
Retainer fees not calculated on AUM or hourly basis; invoiced in advance.
Account minimum: $5,250 quarterly minimum billing Minimum fee: Minimum quarterly billing fee of $5,250 for Wealth Management and Investment Management services Fee-only: Fees only; no commissions accepted or paid.
Main office
2443 Warrenville Road, Suite 150
Lisle IL 60532
Advisors at this office
1
Most active in
Texas
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Quick links
Advisors at this firm
Nicholas N
CFP®, Series 66
Lisle, IL
Sebold Capital Management, Inc
Nicholas Niemi is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sebold Capital Management since 2023 and previously held positions at Bank of America, Merrill, and The Mather Group. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selected active funds, dividend-paying equities, and municipal bonds.
Sean S
CFP®, CFA®, Series 63
Lisle, IL
Sebold Capital Management, Inc
Sean Sebold is a CFP® and CFA® with 28 years of industry experience. He is a principal at Sebold Capital Management, Inc., where he has worked since 1998. Prior to that, he has been affiliated with The Mather Group since 2026. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach that blends passive index and ETF exposures with select active funds, dividend-paying equities, and municipal bonds, offering both discretionary and non-discretionary portfolio management.
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