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Julius Arthur Seibert & Company, LLC (Cincinnati)


Julius Arthur Seibert & Company, LLC is an adviser based in Cincinnati. It manages $33.31 million of regulatory assets for 96 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Ohio and Texas.




Julius Arthur Seibert & Company provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and investment consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Julius Arthur Seibert & Company: assets under management

The assets under management (AUM) of Julius Arthur Seibert & Company, LLC is $33.31 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.2 million in discretionary accounts and $2.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $380.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $150.4 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Julius Arthur Seibert & Company, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where Julius Arthur Seibert & Company, LLC performs its advisory services is located at 8044 Montgomery Road, Cincinnati, OH 45236, which is also the mailing address of the firm. An additional office of the firm is in Loveland, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (513) 277-0916 or by fax 866-446-8986. The normal business hours are by appointment only on Monday - Friday.


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