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 an SEC-registered investment adviser operating as a corporation and classified as both an independent RIA and a hedge-fund manager. The firm serves individuals, families and institutional clients, offering portfolio management across individual accounts, pooled investment vehicles and institutional/business accounts. Its compensation model uses asset-based fees and performance-based fees, consistent with hedge-fund style structures. The firm also sponsors and serves as general partner/managing member of pooled investment vehicles, indicating active involvement in manager selection and vehicle governance. Wallace Capital is not positioned as an ESG-focused or multi-state adviser in the available data. The adviser’s activity profile centers on equity-oriented management combined with alternative strategies run either internally or accessed externally.