Adkins Seale Capital Management LLC
Firm details
- Headquarters
- Shreveport, Louisiana
- CRD number
- 166749
- Registered since
- April 5, 2013
- Website
- www.ascm-llc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.3%
- Charitable Organizations12.7%
- Individuals4.58%
- Pension & Profit Sharing Plans0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Adkins Seale Capital Management LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2013. The firm is owner-operated and focuses on serving individual and family clients with financial planning and portfolio management across household and small-business relationships, plus pension-consulting work for institutional or business clients. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and does not operate as a multi-state or affiliated capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Cash & Cash Equivalents21%
- Exchange Traded Equities12%
- US Government Bonds6%
- State & Local Bonds4%
Contacts
2 of 2
Jay Binderim
AdvisorCRD 6849067
Philip Adkins
AdvisorCRD 1507407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$57.6M in ETFs
94%
$53.9M
<1%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $4M | 26,694 | 6.87% |
Location
Shreveport, LA
Caddo
Location
Shreveport, LA
Headquartered in Shreveport, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.
- Metro area
- Shreveport-Bossier City-Minden, LA
- Region
- South
- County
- Caddo
- Address
- 333 Texas St
- Time zone
- CT (UTC-6)
- Office locations
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