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).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $276,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

MD, TX

Financial Advisors at Sera Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Carl E. Sera
CRD#: 6615102
1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401

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.

2
Carlos M. Sera
CRD#: 1736186
1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401

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.

3
Roman G. Balogh
CRD#: 7320051
1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401

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.

4
Joseph A. Sera
CRD#: 7360459
1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401

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.

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