SEARLE & CO.

Overview

Searle & Co. is a privately owned corporate broker-dealer that provides portfolio management primarily for individuals, families and small businesses while also serving institutional clients. The firm has been SEC-registered since 2007 and combines percentage-of-AUM advisory fees with commission-based business lines, reflecting a hybrid model that mixes discretionary portfolio management with brokerage activity. Searle & Co. is not positioned as a capital allocator or pension consultant and does not report active ESG investing as part of its stated approach. Advisory work appears focused on direct equity exposure and managed accounts rather than multi-state advisory platforms or large-scale institutional mandate management. The firm’s client mix and fee structure indicate a traditional private-wealth emphasis: personalized portfolio management alongside brokerage execution and third-party product access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices