Hazlett, Burt & Watson, Inc.

Security Capital Management (SCM) is a division of Hazlett Burt & Watson, Inc. that provides customized investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit‑sharing plans. SCM offers both discretionary and non‑discretionary Asset Management Accounts and a range of financial planning engagements (hourly, flat, or capped) and advises on mutual funds, ETFs, equities, fixed income, REITs, private funds and other instruments.

The firm follows a documented investment process that begins with client data collection and an Investment Policy Statement, then applies asset allocation modeling, third‑party research and ongoing monitoring to implement primarily asset‑allocation‑based strategies across traditional and alternative asset classes. SCM operates both wrap and non‑wrap account programs (including an Advantage Account administered through its broker‑dealer relationships) and reported about $1.1979 billion in discretionary and non‑discretionary assets under management as of 12/31/2024.

SCM is notable among multi‑team advisers for its affiliation with Hazlett Burt & Watson—a registered broker‑dealer and insurance agency—and its relationship with Security National Trust Company, giving the firm combined advisory, brokerage and trust capabilities that are uncommon in this peer group. The brochure discloses related operational arrangements (including trade execution and custody relationships with National Financial Services and certain business development credits) and prior participation in the SEC’s share‑class selection initiative, matters prospective clients may wish to consider when evaluating the firm.