ADKINS SEALE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2013

Total AUM

$448M

Discretionary

$391M

87% of AUM

Avg account

$934K

Accounts

480

Employees

Advisory reps

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

FINTRX

Overview

Adkins Seale Capital Management LLC operates as an independent registered investment adviser serving individual and family clients. The firm, formed and SEC-registered in 2013, is owned by an individual and offers a mix of financial planning and portfolio management services for individuals, small businesses and institutional/business clients. Filings list pension consulting among its advisory activities. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity is centered on managed public-market strategies rather than proprietary private-capital allocation. The firm is not identified as an active ESG investor and is not set up as a capital allocator; discretionary portfolio management represents the bulk of the advisory relationship with clients. Custody and trading infrastructure are concentrated through Charles Schwab & Co., Inc.