Adkins Seale Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.
Adkins Seale Capital Management reports 140 clients. They include 88 high-net-worth individuals and 52 individual clients. Of its assets, 87.2% ($391M across 371 accounts) are managed with discretion; $57.2M across 109 accounts are not. A wrap fee program the firm both sponsors and manages holds $391M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 5% |
| High-net-worth individuals | 63% | 82% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 13% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 52 | $20.5M | 4.6% | $395K |
| High-net-worth individuals | 88 | $369M | 82.3% | $4.19M |
| Pension and profit-sharing plans | Fewer than 5 | $1.87M | 0.4% | — |
| Charitable organizations | Fewer than 5 | $56.9M | 12.7% | — |
| Total | 140 | $448M | 100% | — |
- Clients
- 52
- Regulatory AUM
- $20.5M
- AUM share
- 4.6%
- Avg. per client
- $395K
- Clients
- 88
- Regulatory AUM
- $369M
- AUM share
- 82.3%
- Avg. per client
- $4.19M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.87M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $56.9M
- AUM share
- 12.7%
- Avg. per client
- —
Total
- Clients
- 140
- Regulatory AUM
- $448M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Adkins Seale Capital Management charges 0.50%–1.20% a year for its Adkins Seale Wrap Program. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone Financial Planning and Consulting
- Stand-alone planning and consulting fees are negotiable and generally range from $1,500 to $5,500 fixed, or $250 to $500 per hour.
Philip Adkins owns 50% to 75% of Adkins Seale Capital Management. The leadership team of Adkins Seale Capital Management includes Chief Compliance Officer Philip Adkins. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Adkins Seale Capital Management LLC
Philip Adkins
Control person · since April 2013
- Owns 25% to 50% of Adkins Seale Capital Management LLC
Jay Binderim
Control person · since September 2024
Adkins Seale Capital Management’s regulatory assets grew from $303M (March 2021) to $448M (February 2026); clients rose from 133 to 140 and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $448M | 140 | 3 | 1 |
| Mar 2025March 2025 | $411M | 152 | 4 | 1 |
| Mar 2024March 2024 | $384M | 155 | 4 | 1 |
| Jul 2023July 2023 | $345M | 149 | 4 | 1 |
| Feb 2022February 2022 | $334M | 132 | 4 | 1 |
| Mar 2021March 2021 | $303M | 133 | 4 | 1 |
Besides its headquarters, Adkins Seale Capital Management has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 333 Texas Street, Suite 2235, ShreveportHQ
Contact and registration details
- Legal name
- Adkins Seale Capital Management LLC
- Headquarters
- 333 Texas Street, Suite 2235, Shreveport, LA 71101
- Website
- ascm-llc.com
- Phone
- 318-703-3641
- SEC file
- 801-77795
- Founded
- 2013
- Structure
- Louisiana LLC
- Fiscal year end
- December
Adkins Seale Capital Management’s named custodian for separately managed accounts is Charles Schwab ($448M). Adkins Seale Capital Management has custody of $410K for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $448M100%
At year end, Adkins Seale Capital Management’s separately managed accounts were mostly in funds (58%) and cash (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $112M across 236 positions; the largest are Berkshire Hathaway Inc. Del CL B New (11.6%), Apple Inc. (6.0%) and iShares S&P Smallcap 600 ETF (3.5%).
What the accounts hold
- Stocks12%
- Funds58%
- Bonds11%
- U.S. government and agency bonds6%
- State and local bonds4%
- Investment grade corporate bonds1%
- Cash21%
How many clients does Adkins Seale Capital Management have?
Adkins Seale Capital Management has 140 clients and manages $448 million for them, as of February 2026. They include 88 high-net-worth individuals and 52 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 February 2026
What services does Adkins Seale Capital Management offer?
Adkins Seale Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Adkins Seale Capital Management charge?
Adkins Seale Capital Management charges 0.50%–1.20% a year for its Adkins Seale Wrap Program.
Which custodians does Adkins Seale Capital Management use?
Adkins Seale Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $448M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 February 2026
How many financial advisors does Adkins Seale Capital Management have?
Adkins Seale Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Adkins Seale Capital Management invest in?
At the end of its last fiscal year, Adkins Seale Capital Management’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 21% cash and equivalents, 12% exchange-traded equities, 6% U.S. government and agency bonds, 4% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Adkins Seale Capital Management?
Adkins Seale Capital Management’s direct owners are Philip Adkins (50% to 75%) and Jay Binderim (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 February 2026
How does Adkins Seale Capital Management get paid?
Adkins Seale Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Adkins Seale Capital Management?
Adkins Seale Capital Management’s main office is at 333 Texas Street, Suite 2235, Shreveport, LA 71101. Its phone number is 318-703-3641. Its website is ascm-llc.com.
