Sera Capital Management, LLC
Sera Capital Management, LLC (CRD# 120896) is a financial advisory firm headquartered in Annapolis, MD. They manage $70,000,000 in 253 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management70MILLION
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Total Number of Accounts253ACCOUNTS
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Average Account Value$276,680
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
MD, TX
Carl Sera (CRD# 6615102) is an Investment Advisor Representative working at Sera Capital Management, LLC in Annapolis, MD and has over 8 years of experience in the finance industry.
Carlos Sera (CRD# 1736186) is an Investment Advisor Representative working at Sera Capital Management in Annapolis, MD and has over 28 years of experience in the finance industry.
Roman Balogh (CRD# 7320051) 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.
Joseph Sera (CRD# 7360459) 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.