First Security Capital, LLC
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 is a small, privately held limited liability company that combines insurance brokerage with advisory services aimed at individuals and small businesses. The firm offers financial planning, portfolio management, pension consulting, periodic publications, market-timing services, and educational seminars and workshops. Compensation is mixed: percentage-of-AUM fees are used alongside hourly and fixed-fee arrangements and other fee structures. First Security Capital is not positioned as a multi-state or ESG-focused allocator and does not operate as a separate capital allocator.
Assets & Accounts
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
- Investment Grade Corp Bonds40%
- Other35%
- Cash & Cash Equivalents25%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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