Firm
Adkins Seale Capital Management
Shreveport, Louisiana
Fee-only
Adkins Seale Capital Management at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 3 employees and 140 individual clients, 88 of them high net worth.
- Its average account is about $934,000 (assets it manages divided by its 480 accounts).
Facts
| Based in | Shreveport, Louisiana |
|---|---|
| Website | ascm-llc.com |
| Phone | (318) 703-3641 |
Adkins Seale Capital Management fees
Adkins Seale Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $448 million |
| Individual clients | 52 |
| High-net-worth clients | 88 |
| Accounts managed | 480 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-77795) |
| Financial planning | Offered |
| Form ADV filed | February 22, 2026 |
| SEC record | CRD 166749 |