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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Adkins Seale Capital Management LLC
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|---|---|
| CRD # | 166749 |
| SEC # | 801-77795 |
| CIK # | |
| AUM | $410.8 M (2025-03-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 318-703-3641 |
| Address | 333 Texas Street, Suite 2235 Shreveport, LA 71101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 26.6 |
| (b) Individuals (high net worth individuals) | 82 | 324.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.3 |
| (h) Charitable organizations | 0 | 51.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 427 | 410.8 |
| By Discretionary | ||
| Discretionary | 337 | 356.0 |
| Non-Discretionary | 90 | 54.9 |
| Total | 427 | 410.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 410.8 | |
| Total | 427 | 410.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nova R Wealth Inc
✚
|
KS | 0.4 |
|
Adirondack Financial Services Corp
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NY | 0.4 |
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JGHendricks Financial Services LLC
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IL | 0.4 |
|
First City Capital Management Inc
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GA | 0.4 |
|
Joule Financial LLC
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KY | 0.4 |
|
Miller Financial Services LLC
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|
MI | 0.4 |
|
Wealthvalues LLC
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|
CA | 0.4 |
|
Moseley Investment Management Inc
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|
FL | 0.4 |
|
CRUX Wealth Advisors
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|
CA | 0.4 |
|
Markowski Brothers Holding Corporation
✚
|
0.4 |