W
$1.5B Total AUM
$1.5B Disc. AUM
12.1% 3Y CAGR
7 Employees
487 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
100 Crescent Court Suite 1190 Dallas TX
About Wallace Capital Management, Inc.
Wallace Capital Management, Inc. is a Dallas-based RIA. The firm has been operating for 24 years. Managing $1.5B in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
54 AVG AGE
$248.2M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
11.6 yrs AVG TENURE
7 Employees
6 Advisory Reps
3 RIA Reps
24yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SCOTT TREVOR WALLACE
Partner, President, Secretary
- CRD
- #4511630
- Ownership
- 50% but less than 75%
Available
Available
Available
L
LAURA LEE BARROW
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 6 owners & executives
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E
ELIZABETH SCHULZE ROBISON
Investment Director
- CRD
- #2565776
Available
Available
Available
Showing 1 of 7 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,464,676,190 | $3,057,779 |
| Non-Discretionary | $24,228,762 | $2,019,064 |
| Total | $1,488,904,952 | $3,032,393 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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