Julius Arthur Seibert & Company, LLC

The firm provides investment management, financial planning, estate planning, tax optimization, and philanthropic advisory services, structured for ultra-high-net-worth families. Its model is designed to serve as a single point of accountability for complex family wealth.

Yes, the firm is registered as an investment advisor with the Securities and Exchange Commission. This registration imposes fiduciary duties, requiring the firm to act in the best interest of its clients and disclose conflicts of interest.

Seibert & Company builds customized portfolios using a mix of public equities, fixed income, alternative investments, and cash. The firm focuses on long-term capital preservation and does not publicly disclose specific asset allocations or holdings.

The firm serves ultra-high-net-worth families and individuals seeking a multi-family office structure. It typically works with clients who have complex financial situations requiring integrated planning across investments, taxes, and estate needs.

The firm offers philanthropic advisory as part of its wealth management services but does not maintain its own publicly disclosed charitable foundation or donor-advised fund.