Sean T. Sebold
SEBOLD CAPITAL MANAGEMENT,
LISLE, IL 60532
Some features on this profile are disabled
CRD#: 2577853
Professional summary
Sean Thomas Sebold, CFP®, who also goes by Sean T Sebold, is a registered financial advisor currently at SEBOLD CAPITAL MANAGEMENT, INC located in Lisle, Illinois.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Sean has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Biography
Anyone can give you the wealth management advice you want to hear; but at Sebold Capital Management, we give you the straight, unbiased advice you need to hear.
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates value for high net-worth clients. We commit to putting your needs first, providing unrivaled service guided by your priorities. We work to accomplish your goals by utilizing a holistic view of your assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry.
Our mission is to build our relationship on integrity, trust, and unrivaled personal service. By listening, evaluating, educating, and upholding strict confidentiality, we prepare the roadmap to achieve what matters most to you and guide you through the challenges life presents along the way.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Employee and Employer Plan Ben...
Estate Planning
Tax Planning
Business Succession Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Sean T Sebold
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Thomas Sebold's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
April 29, 1998 - Present
SEBOLD CAPITAL MANAGEMENT, INC
Office #1: 2443 Warrenville Road Suite 150, Lisle, IL 60532RIA
CRD#: 122941
LISLE, IL
Past
January 14, 2003 - December 31, 2002
SEBOLD CAPITAL MANAGEMENT, INC
RIA
CRD#: 122941
NAPERVILLE, IL
Past
June 6, 1995 - September 24, 1997
FIRSTAR INVESTMENT SERVICES,INC.
BD
CRD#: 14536
MORRIS PLAINS, NJ
Past
February 10, 1995 - April 1, 1995
DICKINSON & CO.
BD
CRD#: 689
DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SEBOLD CAPITAL MANAGEMENT, INC
SEBOLD CAPITAL MANAGEMENT, INC
CRD#: 122941 / SEC#: 801-78616
RIA
Registered Investment Advisory firm - (9/27/2013 Approved)Illinois
Registered Investment Advisory firm - (10/8/2013 Terminated)Texas
Registered Investment Advisory firm - (6/1/2012 Conditional Restricted)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(4/29/1998)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SEBOLD CAPITAL MANAGEMENT, INC
SEBOLD CAPITAL MANAGEMENT, INC
CRD#: 122941 / SEC#: 801-78616
RIA
Registered Investment Advisory firm - (9/27/2013 Approved)Illinois
Registered Investment Advisory firm - (10/8/2013 Terminated)Texas
Registered Investment Advisory firm - (6/1/2012 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2443 Warrenville Road Suite 150, Lisle, IL 60532
Mailing Address
Phone number
(630) 548-9700
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 880 |
| AUM (Assets Under Management) | $ 331,209,249 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 10/18/2024 | ||
| 01/23/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
