Unclaimed Profile

Philip Michael Adkins

ADKINS SEALE CAPITAL MANAGEMENT LLC·SHREVEPORT, Louisiana

Series 7, Series 24, Series 63, Series 66Clean record21 years registeredADKINS SEALE CAPITAL MANAGEMENT LLC

333 TEXAS STREET, SUITE 2235, SHREVEPORT, LA 71101CRD# 1507407Firm CRD# 166749

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Philip Michael Adkins · SHREVEPORT, LA

Registration

CRD #1507407 · ADKINS SEALE CAPITAL MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

ADKINS SEALE CAPITAL MANAGEMENT LLC

Apr 2013 – present

MORGAN STANLEY

Nov 2010 – May 2013

SHREVEPORT, LA

LEGG MASON WOOD WALKER INC

Dec 2004 – Mar 2005

SHREVEPORT, LA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 8, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADKINS SEALE CAPITAL MANAGEMENT LLC

CRD 166749 · SEC 801-77795

AUM

$384M

Regulatory assets under management

Employees

416 client accounts

Services offered by ADKINS SEALE CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADKINS SEALE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Philip Michael Adkins offer?

Philip Michael Adkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHREVEPORT, Louisiana for a consultation.

What are Philip Michael Adkins's credentials?

Philip Michael Adkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip Michael Adkins located?

Philip Michael Adkins is based in SHREVEPORT, Louisiana, working with ADKINS SEALE CAPITAL MANAGEMENT LLC. Their office serves clients in the SHREVEPORT metropolitan area and surrounding communities.

How does Philip Michael Adkins charge for services?

Philip Michael Adkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADKINS SEALE CAPITAL MANAGEMENT LLC?

ADKINS SEALE CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $384M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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