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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2026 | Clients | 2,314 | 2,399 | increased by85 |
| Apr 1, 2026 | AUM | $1,197,878,280 | $1,388,534,202 | increased by$190,655,922 |
| Apr 1, 2026 | Accounts | 2,314 | 2,399 | increased by85 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 19 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,534 | 2,314 | decreased by220 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,106,692,149 | $1,197,878,280 | increased by$91,186,131 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,534 | 2,314 | decreased by220 |
| Apr 1, 2022 | Employees | 23 | 21 | decreased by2 |
| Apr 1, 2022 | Clients | 2,514 | 2,534 | increased by20 |
| Apr 1, 2022 | AUM | $999,219,565 | $1,106,692,149 | increased by$107,472,584 |
| Apr 1, 2022 | Accounts | 2,531 | 2,534 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SECURITY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SECURITY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.