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 individuals and families, including high-net-worth clients, through discretionary and non-discretionary portfolio management and targeted investment consulting. The five-advisor firm manages a mix of liquid securities and alternative investments and also provides consulting support for 1031 like-kind exchanges. The firm tailors portfolios to each client’s objectives and risk tolerance, combining fundamental and technical analysis and typically employing a buy-and-hold orientation with periodic reviews; it generally operates with discretionary trading authority and uses a national custodian for execution and reporting. Clients begin with an initial consultation during which the firm gathers financial, tax, insurance and estate information to inform investment recommendations. What distinguishes the firm from many peers is its narrower focus on investment management and specialized consulting rather than offering standalone financial planning services, and its active use of illiquid strategies (interval funds, non-traded REITs, private placements, private credit and private equity) that require accredited or qualified investor attestations. The brochure also discloses potential conflicts of interest tied to principals’ insurance licenses and an adviser’s outside commercial real estate business, and describes supervisory controls intended to address those conflicts.
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.
You can also browse Sera Capital Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Annapolis, MD
| 5
| |
Annapolis, MD
| 10
| |
Annapolis, MD
| 22
| |
Annapolis, MD
| 5
| |
Scottsdale, AZ
| 0
|
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