CRD: 166749
Adkins Seale Capital Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 11, 2025 and February 22, 2026, reported AUM increased 9.1%, from $410.8M to $448.2M.
Across 5 reported observations, AUM increased 34.0% between October 21, 2022 and February 22, 2026, from $334.4M to $448.2M.
Of the latest reported AUM, 87.2% is discretionary and 12.8% is non-discretionary.
The firm reports 2 advisory representatives and 140 clients, or 70 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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%
Showing 2 of 2 owners & executives
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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
SMA allocation detail is available
Adkins Seale Capital Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Adkins Seale Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.