Security Capital Management - Investment Advisers

About Security Capital Management

Hazlett, Burt & Watson, Inc. is an investment adviser headquartered in Wheeling, West Virginia. The registry lists about 20 employees and $1.39 billion in regulatory assets under management. The firm traces its origins to 1883, when a predecessor business opened under the name Hazlett, Wheat & Hayes. It has been employee-owned since 1973, when a group of employees and executives bought the firm after the death of one of its principals. The firm works mainly with mid to high net worth individuals and families. Its services include investment planning and portfolio management, comprehensive financial planning, retirement income strategies, tax-efficient wealth management, estate and legacy planning, and business and executive consulting. It states that it acts as a fiduciary when providing advisory services. The firm is a member of FINRA, SIPC, and SIFMA. In 2000 it reorganized as a holding company to establish Security National Trust Company, an affiliated trust company. Its branches are in Huntington and Vienna, West Virginia, Barnesville, Ohio, and Lancaster, Pennsylvania. Related listings include the Directory of US Investment Advisers and Investment Advisers in West Virginia.

Key Facts

Assets Under Management

$1.39B

Employees

20

SEC File Number

801-66333