First Security Capital, LLC

Overview

First Security Capital, LLC is a small, privately held limited liability company that combines insurance brokerage with advisory services aimed at individuals and small businesses. The firm offers financial planning, portfolio management, pension consulting, periodic publications, market-timing services, and educational seminars and workshops. Compensation is mixed: percentage-of-AUM fees are used alongside hourly and fixed-fee arrangements and other fee structures. First Security Capital is not positioned as a multi-state or ESG-focused allocator and does not operate as a separate capital allocator.

Assets & Accounts

Investments & Alternatives