Wallace Capital Management, Inc.

Wallace Capital Management, Inc. (CRD# 119174) is a financial advisory firm headquartered in Dallas, TX. They manage $886,803,824 in 499 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    887
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $1,777,162
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, LA, TX

Financial Advisors at Wallace Capital Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Lewis E. Brown
CRD#: 4408265
100 Crescent Court, Suite 1190, Dallas, TX 75201
93
Wealthminder
score

Lewis Brown (CRD# 4408265) is an Investment Advisor Representative working at Wallace Capital Management, Inc. in Dallas, TX and has over 7 years of experience in the finance industry.

2
James T. Nadalini
CRD#: 4443301
300 Crescent Court, Ste. 830, Dallas, TX 75201
93
Wealthminder
score

James Nadalini (CRD# 4443301) is an Investment Advisor Representative working at Wallace Capital Management, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.

3
Christopher L. Thomason
CRD#: 4447630
300 Cresecent Court, Ste 830, Dallas, TX 75201
93
Wealthminder
score

Christopher Thomason (CRD# 4447630) is an Investment Advisor Representative working at Wallace Capital Management, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.

4
Scott T. Wallace
CRD#: 4511630
Dallas, TX
93
Wealthminder
score

Scott Wallace (CRD# 4511630) is an Investment Advisor Representative working at Wallace Capital Management, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.

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