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SECURITY CAPITAL MANAGEMENT
HAZLETT, BURT & WATSON, INC.
CRD 396 · SEC 801-66333
1300 CHAPLINE STREET, WHEELING, WV, 26003, United States
Phone
304-233-3312
Fax
304-233-3870
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.39B
Discretionary AUM
$747.9M
Team
20 total employees; 14 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1744 | $457.7M |
| High net worth individuals | 613 | $874.1M |
| Pension/profit sharing plans | 11 | $30.6M |
| Charitable organizations | 19 | $16.0M |
| Corporations/business entities | 12 | $10.2M |
States served
CA, CO, GA, IN, KY, MD, NJ, NC, OH, PA, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD