Capital & Security Management Inc Keslicksss (West Chester)

Capital & Security Management Inc Keslicksss is a large advisory firm based in West Chester. It manages $74.33 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Capital & Security Management Inc Keslicksss provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital & Security Management Inc Keslicksss: assets under management

The assets under management (AUM) of Capital & Security Management Inc Keslicksss is $74.33 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $71.32 million in discretionary accounts and $3.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $775.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital & Security Management Inc Keslicksss for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capital & Security Management Inc Keslicksss

David Goddard Dorsett has been acting as President since 1 Sep 1984. J. William Erb joined the executive team most recently as the Security Rsearch Assistant.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Goddard Dorsett	President	1 Sep 1984	75% - 100%	4348384
Gary Hess	Portfolio analy.	1 Apr 1994	Other	2531912
J. William Erb	Security rsearch assistant	1 Jun 2000	Other	4348379

Based in West Chester

The principal office where Capital & Security Management Inc Keslicksss performs its advisory services is located at 34 W Miner Street, West Chester, PA 19382, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.