Security Capital Brokerage, Inc.

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
35405
Registered since
November 4, 1993

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Nathan Lewis

    Nathan Lewis

    President, CEO and CCOCRD 4193024

Contacts

3 of 10
  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • James Wolf

    Registered RepresentativeCRD 1431363

  • Harold Doley

    Registered RepresentativeCRD 1562598

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth