WALLACE CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2009

Total AUM

$1.5B

Discretionary

$1.5B

98% of AUM

Avg account

$3M

Accounts

491

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 119174
Registered since: April 30, 2009
Website: www.wallacewealthmgmt.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI61.26%
Corporations / Businesses21.87%
Pooled Investment Vehicles9.58%
Individuals4.5%
Charitable Organizations2.78%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wallace Capital Management, Inc. is organized as a corporation and operates as an independent registered investment adviser with an affiliated hedge fund business. The firm has been SEC-registered since 2009 and is owner-operated. Its client base includes both individuals and families as well as institutional investors. Advisory services focus on portfolio management for individual and small business clients, for pooled investment vehicles, and for businesses or institutions. Wallace also serves as a sponsor/GP/managing member of pooled vehicles and charges both a percentage-of-assets fee and performance-based fees. The firm reports no active ESG investing program and is not identified as a multi-state adviser or pension consultant in the available dataset.