First Security Capital, LLC
RIASEC Registered
Total AUM
$450K
Discretionary
$450K
100% of AUM
Avg account
$150K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289728
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
First Security Capital, LLC operates as a limited liability company and engages primarily in financial planning services and portfolio management for individuals and small businesses. The firm also provides pension consulting services and publishes periodicals or newsletters. Additionally, it offers market timing services and conducts educational seminars and workshops. The firm does not have a focus on ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Investment Grade Corp Bonds40%
- Other35%
- Cash & Cash Equivalents25%
Contacts
1 of 1
Patrick Davidson
Investment AdvisorCRD 2037495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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