Philip
Adkins

Adkins Seale Capital Management LLC

CRD#1507407
Investment Advisor
in Shreveport, LA

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About this Advisor

Philip Adkins is a chartered financial analyst working out of Shreveport, Louisiana who has 10 years of relevant experience. Adkins is an employee of Adkins Seale Capital Management LLC. They have spent their entire time as a financial advisor at Adkins Seale Capital Management Llc. Adkins maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is able to advise clients in Louisiana and Texas. Adkins Seale Capital Management LLC is a company headquartered in Shreveport, LA. It administers $345 million in assets between its 419 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 419 client accounts, 42% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management depend on which service is provided. However, fee types charged by Adkins Seale Capital Management LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

333 Texas Street, Suite 2235
Shreveport, LA 71101

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Adkins Seale Capital Management LLC Brokerage Details

Total Assets Under Management

$344,954,780

LA Average: $486,181,852
Total Number of Employees

4

LA Average: 13
Total Number of Accounts

419

LA Average: 722
Average Account Size

$823,281

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Philip Adkins Work History

Philip has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Adkins Seale Capital Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Philip Adkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Adkins Seale Capital Management LLC

John Seale
Shreveport, LA
Philip Adkins
Shreveport, LA
Jay Binderim
Shreveport, LA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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