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SECURITY CAPITAL MANAGEMENT

WHEELING, WV · CRD 396 · IAPD ↗ · hazlettburt.com · 304-233-3312

$1.39BRegulatory AUM
14Advisory reps
20Employees
0Clients
251-500Planning clients
0Private funds
15States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2025 — SECURITY CAPITAL MANAGEMENT notice-filed in CA, CO, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — SECURITY CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($982.7M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.