Security Capital Management

Security Capital Management (CRD# 396) is a financial advisory firm headquartered in Wheeling, WV. They manage $628,528,851 in 2,117 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    629
    MILLION
  • Total Number of Accounts
    2,117
    ACCOUNTS
  • Average Account Value
    $296,896
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, PA, WV

Financial Advisors at Security Capital Management
Showing 1 - 10 of 28 top financial advisors.
1
Steven T. Sell
CRD#: 2813575
100 East King St., P.o. Box 1267, Lancaster, PA 17603
96
Wealthminder
score

Steven Sell (CRD# 2813575) is an Investment Advisor Representative working at Security Capital Management in Lancaster, PA and has over 21 years of experience in the finance industry.

2
Michael T. Barickman
CRD#: 1535665
1300 Chapline Street, Wheeling, WV 26003
93
Wealthminder
score

Michael Barickman (CRD# 1535665) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 31 years of experience in the finance industry.

3
Timothy M. Bidwell
CRD#: 4296834
1300 Chapline Street, Wheeling, WV 26003
93
Wealthminder
score

Timothy Bidwell (CRD# 4296834) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 16 years of experience in the finance industry.

4
Stuart F. Bloch
CRD#: 722508
1300 Chapline St., Wheeling, WV 26003
93
Wealthminder
score

Stuart Bloch (CRD# 722508) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 36 years of experience in the finance industry.

5
Joshua E. Braunlich
CRD#: 4988342
1300 Chapline Street, Wheeling, WV 26003
93
Wealthminder
score

Joshua Braunlich (CRD# 4988342) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 9 years of experience in the finance industry.

6
Harold B. Burech
CRD#: 856313
1300 Chapline Street, Wheeling, WV 26003
93
Wealthminder
score

Harold Burech (CRD# 856313) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 20 years of experience in the finance industry.

7
Nancy L. Deem
CRD#: 722504
1107 9th Street, P.o.box 5188, Vienna, WV 26105
93
Wealthminder
score

Nancy Deem (CRD# 722504) is an Investment Advisor Representative working at Security Capital Management in Vienna, WV and has over 31 years of experience in the finance industry.

8
Marilynn S. Echols
CRD#: 818946
1300 Chapline Street, Wheeling, WV 26003
93
Wealthminder
score

Marilynn Echols (CRD# 818946) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 23 years of experience in the finance industry.

9
Walker P. Holloway
CRD#: 1013381
1300 Chapline Street, Wheeling, WV 26003
93
Wealthminder
score

Walker Holloway (CRD# 1013381) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 36 years of experience in the finance industry.

10
Edwin C. Johns
CRD#: 4587645
100 East King Street-3rd Floor, Lancaster, PA 17602
93
Wealthminder
score

Edwin Johns (CRD# 4587645) is an Investment Advisor Representative working at Security Capital Management in Lancaster, PA and has over 14 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.