Sela Capital Group LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
10
Advisory reps
3

Firm details

Headquarters
Colorado Springs, Colorado
CRD number
109251
Registered since
December 23, 1999
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sela Capital Group LLC is a Colorado-registered limited liability company that provides financial planning and portfolio management for individuals and small businesses while also acting as a capital allocator. The firm offers adviser selection services and runs educational seminars and workshops, indicating a consultative, multi-service approach. Its fee arrangements include AUM-based fees, fixed fees, and commission-based charges. The firm is classified as Unclassified in the source data, is not identified as an active ESG investor, and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Luke Vanzo

    Luke Vanzo

    Chief Investment OfficerCRD 4874436

Contacts

2 of 2
  • Dillon Widdows

    Dillon Widdows

    Senior Wealth AdvisorCRD 6446324

  • Sloane Herman

    PresidentCRD 8255975

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Colorado Springs, CO

El Paso

Location

Colorado Springs, CO

Headquartered in Colorado Springs, CO, in the West of the United States.

Region
West
County
El Paso
Address
13570 Meadowgrass Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth