Adkins Seale Capital Management LLC

Adkins Seale Capital Management serves individuals (including high‑net‑worth clients), as well as business entities, trusts, estates, charitable organizations and retirement plans. The firm provides discretionary portfolio management primarily through its wrap fee program and also offers retirement plan consulting and standalone financial planning and consulting when requested.

The firm implements long‑ and short‑term purchase strategies across individual equities, fixed income, mutual funds and ETFs, treating cash as an asset class and routinely including Dimensional Fund Advisors (DFA) funds in client allocations. Program accounts are custodied at Charles Schwab, the firm manages both discretionary and non‑discretionary relationships, and the majority of assets are managed on a discretionary basis.

Adkins Seale is notable for its scale per advisor — as of December 31, 2025 it reported $448,179,388 in assets under management with two advisors — and for sponsoring its own wrap fee program that bundles execution, custody and reporting for a single fee. The firm discloses operational details that distinguish it from many peers, including its receipt of the residual program fee after custodian costs (which it identifies as a potential economic incentive to limit trading), Schwab’s requirement to use affiliated cash sweeps or money market funds (which may offer lower yields), and the use of DFA funds that can have restrictions on additional purchases or transfers after the adviser relationship ends.