Security Capital Brokerage, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 35405
- Registered since
- November 4, 1993
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
Security Capital Brokerage, Inc. is a corporate entity that has been SEC-registered since 1993 and is owned by an individual. Publicly available filings for the firm provide very limited operational detail: it is classified as "Unclassified" and the snapshot indicates it is not a capital allocator, not a multi-state adviser, not an active ESG investor, and is not identified as a pension consultant or related adviser. The firm did not disclose descriptions of its business activities, advisory services, fee structure, or client base in the source material. The lack of disclosed advisory activity or account-level detail makes it difficult to characterize the firm’s service model or target client segments. The company name implies brokerage activity, but the firm has not provided the investment preferences, manager allocation priorities, or product mix that would allow assessment of investment strategy or typical client engagement.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Nathan Lewis
President, CEO and CCOCRD 4193024
Contacts
3 of 10
Ana Carter
FinOpCRD 4424794
James Wolf
Registered RepresentativeCRD 1431363
Harold Doley
Registered RepresentativeCRD 1562598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 260 Peachtree St Nw
- Time zone
- ET (UTC-5)
- Office locations
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