SECURITY CAPITAL MANAGEMENT
Firm details
- Headquarters
- WHEELING, West Virginia
- CRD number
- 396
- Registered since
- March 29, 2006
- Website
- www.hazlettburt.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.95%
- Individuals32.96%
- Pension & Profit Sharing Plans2.2%
- Charitable Organizations1.15%
- Corporations / Businesses0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Security Capital Management is a corporation operating as an independent broker-dealer that also provides insurance brokerage. The firm serves both individual and family clients as well as institutional relationships, and it acts as a capital allocator—deploying client capital into third-party managers and external funds in addition to managing portfolios directly. Advisory services listed include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Its fee model is percentage-of-AUM. The firm is not described as an active ESG investor and, according to filings, is not registered as a multi-state adviser despite operating across multiple states. SEC registration dates to 2006.
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
- Exchange Traded Equities48%
- Public Funds/Mutual Funds35%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents6%
- Other4%
Owners & executives
3 of 3JASON MARSH
Chief Executive OfficerCRD 4792963
WILLIAM PARAS
Executive Vice President & Chief Investment OfficerCRD 5277852
TIMOTHY BIDWELL
Executive Vice President, CFO, CCOCRD 4296834
Contacts
3 of 19Taylor Dean
Client Service AssociateCRD 7889010
SHANE PAMPHILIS
Vice President, Financial AdvisorCRD 6510763
MICHAEL BARICKMAN
Executive Vice PresidentCRD 1535665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 454Active vs passive
$118M in ETFs
86%
$101M
11%
$16.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $9.6M | 16,624 | 8.15% |
Location
WHEELING, WV
OHIO
Location
WHEELING, WV
Headquartered in WHEELING, WV, in the South of the United States.
- Region
- South
- County
- OHIO
- Address
- 1300 Chapline St
- Time zone
- ET (UTC-5)
- Office locations
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