Security Capital Management

Security Capital Management (CRD# 396) is a financial advisory firm headquartered in Wheeling, WV. They manage $674,528,588 in 2,245 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    675
    MILLION
  • Total Number of Accounts
    2,245
    ACCOUNTS
  • Average Account Value
    $300,458
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 27 top financial advisors.
1
Walker P. Holloway
CRD#: 1013381
1300 Chapline Street, Wheeling, WV 26003
96
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. Walker Holloway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
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.

3
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.

4
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 17 years of experience in the finance industry.

5
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.

6
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 10 years of experience in the finance industry.

7
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 21 years of experience in the finance industry.

8
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 32 years of experience in the finance industry.

9
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.

10
Walker P. Holloway
CRD#: 5941438
1300 Chapline Street, Wheeling, WV 26003
93
Wealthminder
score

Walker Holloway (CRD# 5941438) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 4 years of experience in the finance industry. Walker Holloway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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