Sel Capital Management, LLC (Berwyn)

Sel Capital Management, LLC is a large advisory firm based in Berwyn. It manages $79.26 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and Pennsylvania.

Sel Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sel Capital Management: assets under management

The assets under management (AUM) of Sel Capital Management, LLC is $79.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $79.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.24 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sel Capital Management, LLC for their services and products based on a percentage of assets under management. 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.

Careers at Sel Capital Management, LLC

William G Stanley has been acting as President since 1 Apr 2001. Christian Richard Hyldahl joined the executive team most recently as the Cio.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William G Stanley	President	1 Apr 2001	50% - 75%	708205
James J. Laman	Treasurer	1 Apr 2001	Other	4379338
David Caldwell Eaton	Vice president	1 Apr 2001	Other	1682553
Gregory Joseph Massey	Investment manager	1 Apr 2001	Other	2377234
Christian Richard Hyldahl	Cio	1 Dec 2001	Other	2286664

Based in Berwyn

The principal office where Sel Capital Management, LLC performs its advisory services is located at 1235 Westlakes Drive, Suite 295, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.