Security Capital Management
Security Capital Management (CRD# 396) is a financial advisory firm headquartered in Wheeling, WV. They manage $1,018,623,006 in 2,291 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
Security Capital Management
By the Numbers
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Total Assets Under Management1,019MILLION
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Total Number of Accounts2,291ACCOUNTS
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Average Account Value$444,619
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, IN, KY, NC, NJ, OH, PA, SC, TX, VA, WV
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