Adkins Seale Capital Management Llc
- Regulatory AUM
- $448M
- Discretionary
- $391M
- Clients
- 140
- Avg AUM / client
- $3.2M
- Accounts
- 480
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 52 | $20.5M | 4.58% |
| High net worth individuals | 88 | $369M | 82.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.9M | 0.42% |
| Charitable organizations | Fewer than 5 clients | $56.9M | 12.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Caddo Community Action Agency, Inc. 401(k) Plan Caddo Community Action Agency, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Philip Michael Adkins | Chief Compliance Officer / Co Managing Member | CFA | Apr 2013 (13y) | 50% – 75% |
| Jay Kyle Binderim | Co Managing Member | CFA | Sep 2017 (9y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Caddo Community Action Agency, Inc. 401(k) Plan | Caddo Community Action Agency, Inc. | 260 | $4.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/22/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $448M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 22, 2026.
View current Form ADV (SEC/IAPD) ↗