CRD: 166749
Adkins Seale Capital Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2013
- Office Locations
- 1
Office Locations
About Adkins Seale Capital Management LLC
Adkins Seale Capital Management is an independent RIA serving retail and institutional clients with an academic, valuation-driven approach focused on expected future real returns and client goals. The firm provides portfolio construction plus financial and estate planning, using mutual funds, ETFs, and fixed income as appropriate. Fees are asset-based and billed quarterly, with quarterly reporting of net-of-fee results versus benchmarks; custody is through Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILIP MICHAEL ADKINS
Advisor, Chief Compliance Officer
- CRD
- #1507407
- Ownership
- 50% but less than 75%
Jay Kyle Binderim
Investment Advisor Representative
- CRD
- #6849067
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,934,828 | $1,053,733 |
| Non-Discretionary | $57,244,560 | $525,179 |
| Total | $448,179,388 | $933,707 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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