AdFi
SC

Security Capital Management

SEC Registered
Assets Under Management
$1B–$5B
Office Locations
4 offices
Total Accounts
2399

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Leadership

Harold Bruce Burech
DIRECTOR /SR VP
George Sperry Iii Weaver
SR EXEC VP / DIRECTOR
Marilynn Sue Echols
EXECUTIVE VICE PRESIDENT / DIRECTOR
Timothy Morgan Bidwell
EXEC VP / CFO / CHIEF COMPLIANCE OFFICER / DIRECTOR
Michael Thompson Barickman
EXEC VP / DIRECTOR
Inc. Hb&w
PARENT COMPANY
Jason Lee Marsh
CHAIRMAN / CEO / DIRECTOR

Office locations

4 offices in 3 states
WV
WheelingHQ
WV
Vienna
PA
Lancaster
OH
Barnesville

Advisors at this firm

20 advisors in the directory

Regulatory & compliance

CRD number
#396
SEC Number
801-66333
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM
Minimum: $25,000 (waivable)
Asset tierAnnual rate
Management Fee - Up to $500,0001.75%
Management Fee - $500,001 to $1,000,0001.50%
Management Fee - $1,000,001 to $2,500,0001.35%
Management Fee - $2,500,001 to $5,000,0001.15%
Management Fee - $5,000,001 to $10,000,0000.95%
Management Fee - Over $10,000,0000.75%
Platform Fee - Up to $250,0000.12%
Platform Fee - $250,001 to $500,0000.08%
Platform Fee - $500,001 to $1,000,0000.04%
Platform Fee - $1,000,001 to $2,000,0000.03%
Platform Fee - $2,000,001 to $5,000,0000.01%
Platform Fee - Over $5,000,0000.01%

Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Security Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Security Capital Management in Wheeling, WV - Firm Profile