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Building 2ADKINS SEALE CAPITAL MANAGEMENT LLC

Map pinSHREVEPORT, LA
Phone318-703-3641
NotebookSEC #801-77795
Total AUM
$448.2M
Employees
3
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 TEXAS STREET, SUITE 2235
SHREVEPORT
LA 71101
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
318-703-3641

ReceiptFinancials

Total AUM
$448.2M
Accounts
480
Discretionary
$390.9M
Accounts
371
Non-Discretionary
$57.2M
Accounts
109

ContactClients

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Individual Clients
52
AUM
$20.5M
HNW Individual Clients
88
AUM
$368.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Charitable Organization Clients
1
AUM
$56.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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