A complete list of active advisors currently associated with Sera Capital Management, LLC

Warmer can help you find a great advisor at Sera Capital Management, LLC or one who fits your needs even better.

Sera Capital Management serves individual and high‑net‑worth clients as well as trusts and other entity accounts, offering both discretionary and non‑discretionary portfolio management and investment consulting. The firm provides advice across a broad mix of asset classes, including traditional equities and fixed income as well as alternative and private investments, and it assists clients with 1031 exchange planning and related due diligence. The firm’s investment process combines fundamental and technical analysis within an asset‑allocation framework and typically employs a buy‑and‑hold orientation while permitting shorter‑term trading and dollar‑cost averaging when appropriate. For clients who qualify, Sera allocates to less liquid vehicles—such as interval funds, non‑traded REITs, private placements, private credit, and private equity—and requires investor attestations for those offerings. Distinctive aspects of the firm include a multi‑decade operating history and an explicit practice line around 1031 exchange consulting, where the firm provides informational and due‑diligence support but does not prepare legal or accounting documents. The brochure discloses that some staff maintain insurance licenses and other outside business activities that can create potential conflicts of interest, and it also notes a pending arbitration matter alleging unsuitable advice related to a DST investment.

To learn more about the advisors currently working at Sera Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.