ADKINS SEALE CAPITAL MANAGEMENT LLC

333 Texas Street, Suite 2235
Shreveport, Louisiana 71101
Tel: 318-703-3641

About ADKINS SEALE CAPITAL MANAGEMENT LLC

ADKINS SEALE CAPITAL MANAGEMENT LLC, formally registered with the SEC as ADKINS SEALE CAPITAL MANAGEMENT LLC. The firm was established in 04/05/2013. They have over 1 offices throughout the country.

ADKINS SEALE CAPITAL MANAGEMENT LLC is a Shreveport, Louisiana based Financial Planning firm with nearly $384,003,203 assets under management, offering retirement planning & investment advisory services to 416 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166749
SEC#	801-77795
Assets Managed by Firm	$384,003,203
No. of Clients	416
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	416	$384,003,203
Individuals (other than high net worth individuals)	63	$23,124,047
High net worth individuals	86	$333,390,120
Pension and profit sharing plans	Fewer than 5 clients	$1,084,314
Charitable organizations	Fewer than 5 clients	$8,670,179
Corporations or other businesses	6	$17,734,543

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BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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