A complete list of active advisors currently associated with Security Capital Management

Warmer can help you find a great advisor at Security Capital Management or one who fits your needs even better.

Security Capital Management (SCM) is a division of Hazlett Burt & Watson, Inc. that provides investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit‑sharing plans. The firm reports managing roughly $1.39 billion for about 2,357 clients through a team of 20 advisors and offers both Asset Management (non‑wrap) accounts and an Advantage wrap‑fee program alongside one‑time, hourly, or capped financial planning engagements. SCM’s investment approach is centered on asset allocation guided by economic forecasting, third‑party research, and a documented Investment Policy Statement; portfolios may include mutual funds, ETFs, equities, fixed income, private funds, REITs and alternative asset classes. The firm follows a defined investment management cycle — goal setting and risk profiling, allocation modeling, security selection and implementation, and ongoing monitoring with quarterly reporting — and manages accounts on discretionary and non‑discretionary bases. What distinguishes SCM from many multi‑team peers is its integration with broker‑dealer, insurance and trust capabilities: Hazlett Burt & Watson is a registered broker‑dealer (all SCM advisors are also registered representatives), operates as an insurance agency, and the organization is affiliated with Security National Trust Co., a nationally chartered trust bank, with clearing and custody services provided via National Financial Services (NFS). Those affiliations allow SCM to offer both brokerage and advisory services (and to rebate mutual fund 12b‑1 fees to clients), which the firm says it manages through compliance controls and has previously addressed through participation in the SEC’s Share Class Selection Disclosure initiative.

To learn more about the advisors currently working at Security Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.