Wealth Manager
    SEC Registered
    Manages Private Funds

    Security Capital Management

    Registered investment advisor · Wheeling, West Virginia · CRD #396

    Assets Under Management
    $1.4B
    Client Accounts
    2,399
    Employees
    20
    CRD Number
    396
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Security Capital Management

    Security Capital Management, founded in 1995, specializes in US real estate securities. It offers public real estate investment strategies and tailors investment portfolios to clients' risk tolerance and objectives. The firm is a registered investment adviser.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Security Capital Management

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    Frequently Asked Questions

    What is Security Capital Management's AUM?

    Security Capital Management reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Security Capital Management headquartered?

    Security Capital Management is headquartered in Wheeling, West Virginia.

    What is Security Capital Management's CRD number?

    Security Capital Management's CRD number is 396. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Security Capital Management manage?

    Security Capital Management manages approximately 2,399 client accounts according to its latest SEC filing.

    Is Security Capital Management SEC registered?

    Yes, Security Capital Management is registered with the SEC as an investment adviser with an approved registration status.

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