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Security Capital Management
Wheeling, West Virginia
Security Capital Management, a reputable local investment advisory firm headquartered in Wheeling, WV, serves a diverse client base comprising over 1,610 individuals. With a remarkable track record, they currently manage a substantial portfolio of assets totaling over $982,736,000. Security Capital Management operates from four strategically located offices to cater to their clients' needs effectively.
In addition to their core investment advisory services, the firm also excels in providing comprehensive insurance brokerage and agency solutions. They possess extensive expertise in managing employer-sponsored 401(k) plans and indi...see more
Assets Under Mgmt
$982.74M
Investment Professionals
14
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Insurance broker or agent
Disclosures
- SEC or CFTC found with a false statement or omission
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
Reviews for Security Capital Management
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