Sera Capital Management, LLC

CRD 120896 · Annapolis, MD · $114.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 120896
SEC number: 801-135960
Firm type: RIA
Assets under management: $114.3M as of Jun 24, 2026
Website: seracapital.com ↗
Phone: 301-464-8333
Address: 1910 Towne Centre Blvd, Annapolis, MD, 21401

Advisors at this firm

5 in our index · page 1 of 1

Roman Gabriel BaloghCRD 7320051 · Annapolis, MD

IA Registered
Carlos Manuel SeraCRD 1736186 · Annapolis, MD

IA RegisteredRegistration inactive
Juan Rafael SeraCRD 8181506 · Scottsdale, AZ

IA Registered
Carl Edward SeraCRD 6615102 · Annapolis, MD

IA Registered
Joseph Anthony SeraCRD 7360459 · Annapolis, MD

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 120896 ↗ FINRA BrokerCheck record for firm CRD 120896 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.