JULIUS ARTHUR SEIBERT & COMPANY, LLC
JULIUS ARTHUR SEIBERT & COMPANY, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 142288). Regulatory assets under management: $65.5M.
Registration
- CRD: 142288
- SEC file number: 801-67312
- Type: Registered investment adviser
- Location: 8044 MONTGOMERY ROAD, CINCINNATI, OH, 45236
- Phone: (513) 277-0916
- Latest filing: 2026-02-18
- Regulatory AUM: $65.5M
- Discretionary AUM: $59.4M
- Non-discretionary AUM: $6.2M
- Clients: 3
- Accounts: 223
Business model
Compensation: % of AUM, Fixed.
Clients served: High net worth, Other.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SEIBERT PHILIP EDWARD | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
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