Security Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Wheeling, WV. Its latest Form ADV filing, dated March 25, 2026, reports $1.4B in regulatory assets under management, 20 employees, 3 offices, and 2,399 accounts.
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
1,744
2
HNWI
25.6%
613
3
Charitable
0.8%
19
4
Corporations
0.5%
12
5
Pension Plans
0.5%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 25, 2026
Discretionary53.9%
$748M
54% of total RAUM53.9%
Non-discretionary46.1%
$641M
46% of total RAUM46.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts2,399
10Y AUM Change+$714M (+105.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee120:1
10Y Employee Change-7 (-25.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.