Adkins Seale Capital Management LLC
Firm details
- Headquarters
- Shreveport, Louisiana
- CRD number
- 166749
- Registered since
- April 5, 2013
- Website
- www.ascm-llc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.3%
- Charitable Organizations12.7%
- Individuals4.58%
- Pension & Profit Sharing Plans0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Adkins Seale Capital Management LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (initial registration in 2013) and primarily serves individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Adkins Seale identifies as an active ESG investor, indicating environmental, social, and governance considerations are part of its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Cash & Cash Equivalents21%
- Exchange Traded Equities12%
- US Government Bonds6%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$61.1M in ETFs
89%
$54.6M
5%
$6.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $4.3M | 20,101 | 7.11% |
Location
Shreveport, LA
Caddo
Location
Shreveport, LA
Headquartered in Shreveport, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.
- Metro area
- Shreveport-Bossier City-Minden, LA
- Region
- South
- County
- Caddo
- Address
- 333 Texas St
- Time zone
- CT (UTC-6)
- Office locations
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