Juan Rafael Sera
Investment adviser representative at Sera Capital Management, LLC
22 yearsExperience
1 stateRegistered in
$114.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Sera Capital Management, LLCOct 2025 to now
- RetiredSep 2024 to Oct 2025
- VerizonApr 2004 to Sep 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Sera Capital Management, LLC
Legal name: Sera Capital Management Limited Liability Company
$114.3MAssets managed
74Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8181506
- Firm CRD
- 120896