Lancaster, PA 50 W Chestnut St Office

Team
Updated today
Security Capital Management logo

Security Capital Management

Team

Firm-wide stats for Security Capital Management

Total advisors

20

Across 5 offices

Clients per advisor

118 Very High

Avg AUM per client

$565,028 Low

HNW client ratio

26% Typical

About

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.

Based on Security Capital Management

Expertise

Wealth management Income planning Real estate investing

Based on Security Capital Management

Location

48 50 W Chestnut St, Ste 300

Lancaster PA 17603-1267

Advisors at this office

5

Advisors at this office

user avatar

Jeanne M

Series 66

Lancaster, PA

Hazlett, Burt & Watson, Inc.

Jeanne Miller is a financial advisor at Hazlett, Burt & Watson, Inc. with 26 years of industry experience. She holds the Series 66 designation and has worked at Hazlett, Burt & Watson since 2014, following ten years at PNC Wealth Management and one year at J.J.B. Hilliard, W.L. Lyons, LLC. Hazlett, Burt & Watson’s division, Security Capital Management, serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset allocation approach guided by economic forecasting and research, managing approximately $1.39 billion for over 2,300 clients through a team of 20 advisors.

Wealth management Income planning Real estate investing
user avatar

George W

Series 63, Series 65

Lancaster, PA

Hazlett, Burt & Watson, Inc.

George Weaver III is a financial advisor with Hazlett, Burt & Watson, Inc. in Lancaster, PA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Hazlett, Burt & Watson since 1994. Hazlett, Burt & Watson’s division, Security Capital Management, provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses an asset allocation investment approach guided by economic forecasting and research, offering both discretionary and non-discretionary portfolio management alongside various financial planning engagements.

Wealth management Income planning Real estate investing
user avatar

Steven S

ChFC®, Series 63, Series 65

Lancaster, PA

Hazlett, Burt & Watson, Inc.

Steven Sell is a financial advisor at Hazlett, Burt & Watson, Inc. with 29 years of industry experience. He has been with Hazlett, Burt & Watson since 2001 and holds the ChFC® designation as well as Series 63 and Series 65 licenses. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers a range of discretionary and non-discretionary account options across multiple asset classes.

Wealth management Income planning Real estate investing
user avatar

Joseph H

CFA®, Series 63

Lancaster, PA

Hazlett, Burt & Watson, Inc.

Joseph Hess is a CFA® charterholder with 16 years of industry experience. He currently works at Hazlett, Burt & Watson, Inc. and previously spent 15 years with The Vanguard Group, Inc. Outside of his advisory role, he owns and manages a rental property in Lancaster, PA. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based approach supported by documented processes, third-party research, and ongoing monitoring across a variety of traditional and alternative asset classes.

Wealth management Income planning Real estate investing
user avatar

Joyce L

CFP®, Series 63

Lancaster, PA

Hazlett, Burt & Watson, Inc.

Joyce Libby is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Hazlett Burt & Watson, Inc. since 2019 and previously held positions at LPL Financial and EHD Advisory Services, Inc. She is part of Security Capital Management, a division of Hazlett Burt & Watson, Inc. that serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach focuses on asset allocation informed by economic forecasting and third-party research, offering both discretionary and non-discretionary portfolio management along with various financial planning services.

Wealth management Income planning Real estate investing
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)