Sera Capital Management, LLC

Sera Capital Management, LLC (CRD# 120896) is a financial advisory firm headquartered in Annapolis, MD. They manage $61,000,000 in 225 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $271,111
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Sera Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bryan D. Myers
CRD#: 2527480
1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401
93
Wealthminder
score

Bryan Myers (CRD# 2527480) is an Investment Advisor Representative working at Sera Capital Management, LLC in Annapolis, MD and has over 23 years of experience in the finance industry.

2
Carl E. Sera
CRD#: 6615102
1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401
89
Wealthminder
score

Carl Sera (CRD# 6615102) is an Investment Advisor Representative working at Sera Capital Management, LLC in Annapolis, MD and has over 2 years of experience in the finance industry.

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