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SECURITY CAPITAL MANAGEMENT
Legal name: HAZLETT, BURT & WATSON, INC.
CRD 396File 801-66333
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.39B
Above cohort median (national)
Discretionary AUM
$747.9M
Non-discretionary $640.7M
Clients
2,399
2,399 accounts
Employees
20
Top 10% of cohort in WV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 29, 2006
- Principal office
- 1300 CHAPLINE STREET, WHEELING, WV, 26003
- Phone
- 304-233-3312
- Website
- HTTP://WWW.HAZLETTBURT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.39B
- Discretionary AUM
- $747.9M
- Non-discretionary AUM
- $640.7M
- Discretionary accounts
- 1,140
- Non-discretionary accounts
- 1,259
- Total accounts
- 2,399
- AUM per client
- $579K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $10.2M |
| Charitable organizations | 19 | $16.0M |
| High net worth individuals | 613 | $874.1M |
| Pension and profit sharing plans | 11 | $30.6M |
| Individuals (other than high net worth individuals) | 1,744 | $457.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.