Roxie Webb Securities Management,Inc.

Roxie Webb Securities Management, Inc. provides fee-based, discretionary investment management for individuals, trusts, retirement accounts, jointly registered accounts, corporations, and foundations. The firm manages about $118.8 million in client assets through two registered investment adviser representatives and serves roughly 307 client accounts.

The firm describes a conservative investment approach that uses both fundamental and technical analysis and focuses on three primary strategies: growth, growth with income, and income; it generally favors individual securities and municipal bonds over commission-based products. All reported assets are managed on a discretionary basis, fees are asset-based and billed quarterly, and client assets are custodied through Charles Schwab & Co.

Distinctive features in the brochure include an emphasis on serving a broad individual client base rather than specialized high-net-worth households, a suggested account guideline with case-by-case exceptions, and an upcoming transition of the advisory business to an SEC-registered adviser effective February 17, 2026. The firm is privately owned by its principals who mutually supervise one another and discloses custody and fee-deduction authority for a private foundation associated with the firm following a recent ownership change.