Wallace Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$979,141,920
Clients
415
Advisors
3
of 7 employees
About
Wallace Capital Management provides discretionary investment management to individuals, high‑net‑worth investors, retirement and profit‑sharing plans, charitable institutions and foundations, and also acts as the general partner and investment advisor to a commingled private investment limited partnership (the WCM Fund). Services center on portfolio management across cash, equities, fixed income and related instruments for both separately managed accounts and pooled vehicle investors.
The firm’s investment approach is value‑oriented, seeking positions where it perceives a material dislocation between a company’s intrinsic value and its market price, with decisions made in the context of macroeconomic and industry conditions. WCM manages separate accounts alongside the Fund, and its organization and policies accommodate differing portfolio constructions — the Fund may be more concentrated and hold smaller capitalization names than certain separate accounts — and the firm employs performance‑based fee arrangements for qualified clients.
Compared with many peers, WCM is notable for operating a private fund and providing portfolio management for pooled vehicles while also serving individual and institutional separate‑account clients, a combination that is relatively uncommon for firms of this size. The firm manages over a billion dollars of client assets with a small advisory team and emphasizes trading and allocation procedures (including block trading and trade rotation) as part of its discretionary portfolio management focus, rather than offering standalone financial planning services.
Client services
Expertise
Fee options
Up to 1.00% per year, charged quarterly in arrears
Generally 20% of investment gains in excess of a compounding annual hurdle rate
Account minimum: $2,000,000 for Separate Accounts; $1,000,000 for the WCM Fund
Main office
100 Crescent Court, Suite 1190
Dallas TX 75201
Advisors at this office
3
Most active in
California · Colorado · Florida · Louisiana · Texas
Also doing business as
Wallace Capital Management, Inc. · Wallace, Scott Trevor
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Scott W
Series 65
Dallas, TX
Wallace Capital Management, Inc.
Scott Wallace is a Series 65 licensed financial advisor with 23 years of industry experience. He is based in Dallas, TX, and is also an attorney with a legal practice that occupies less than 10% of his time, which he plans to discontinue as his advisory business grows. Wallace is part of Wallace Capital Management, Inc., a six-advisor team. Wallace Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, charitable institutions, and private investment funds. The firm focuses on discretionary portfolio management and private fund advisory, employing an investment strategy that targets valuation discrepancies within a macroeconomic and industry framework.
Christopher T
Series 66
Dallas, TX
Wallace Capital Management, Inc.
Christopher Thomason is a financial advisor at Wallace Capital Management, Inc. in Dallas, TX, holding a Series 66 designation with 22 years of industry experience. He has worked at Wallace Capital Management since 2004. Thomason is a passive member of a family partnership involved in rural real estate development. Wallace Capital Management provides discretionary investment management to individuals, high-net-worth investors, retirement plans, and charitable institutions. The firm follows a value-oriented investment approach and manages both separate accounts and a private investment fund, serving a diverse client base with over a billion dollars in assets under management.
Elizabeth R
CFA®
Dallas, TX
Wallace Capital Management, Inc.
Elizabeth Robison is a CFA® charterholder with 25 years of industry experience. She has worked at Wallace Capital Management, Inc. since 2018 and previously held positions at Hawkins Capital L.P. and multiple affiliated Sarofim firms from 2000 to 2018. Wallace Capital Management provides discretionary investment management to individuals, high-net-worth investors, retirement and profit-sharing plans, and charitable institutions. The firm employs a value-oriented investment approach and manages both separate accounts and a commingled private investment fund.
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