Security Capital Management
Wheeling, WV·SEC-registered · CRD #396
Security Capital Management is an SEC-registered investment advisory firm in Wheeling, WV managing $1.4B across 3.7k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
3.7k
Advisory staff
14
Fee model
Fee-only
How Security Capital Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Security Capital Management
How much does Security Capital Management manage?
Per its most recent SEC Form ADV filing (03/25/2026), Security Capital Management reports $1.4B in regulatory assets under management across roughly 3.7k client accounts.
How does Security Capital Management charge?
Security Capital Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Security Capital Management a fiduciary?
Yes. Security Capital Management is registered with the U.S. Securities and Exchange Commission (CRD #396), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Security Capital Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Security Capital Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Wheeling, WV
Profile compiled from Security Capital Management's public SEC Form ADV filing (CRD #396, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Security Capital Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Security Capital Management? Claim this profile.