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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

HANCOCK CAPITAL MANAGEMENT, INC.

CRD 122520

ALTOONA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:065bb22a-b156-16a1-307a-aeb709961111

Data as of Jul 19, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 7
On other graphs: 0
Observed: Mar 23, 2012 to Jul 19, 2012
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $39.2MItem 5.F on the latest filing (2012-07-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 578
SEC number: 801-68492
CRD: 122520
Filings on the tape: 4
First filed: Mar 23, 2012
Latest filed: Jul 19, 2012
Organised: Corporation, Pennsylvania

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BECK, ROBERT, JAMES	VICE PRESIDENT	Na	yes	01/2005	Mar 23, 2012	Jul 19, 2012
DONLAN, ROBERT, ELWOOD	PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	01/2005	Mar 23, 2012	Jul 19, 2012
HANCOCK, ALLAN, GENE	Ceo	E	yes	11/1996	Mar 23, 2012	Jul 19, 2012
KILMER, CRAIG, M	Secretary	Na	yes	07/2005	Mar 23, 2012	Jul 19, 2012
SEDLOCK, WALTER, J	CHIEF OPERATING OFFICER/TREASURER	Na	yes	10/2005	Mar 23, 2012	Jul 19, 2012
HANNAH, JILL, M	Director	Na	no	11/1996	Mar 23, 2012	Jul 19, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ALLAN HANCOCK AGENCY, INC.	n/a	n/a	n/a	N	yes	n/a
HANCOCK ASSOCIATES, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 23, 2012	$39.2M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	n/a	0	0	0	0	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$39.2M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Apr 1, 2026	Aug 28, 2025	ALTOONA, PA	Team lift out	Other	50.0%

Relationships

Controls (5)

← BECK, ROBERT, JAMESOwnerVICE PRESIDENT, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV
← KILMER, CRAIG, MOwnerSECRETARY, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV
← HANCOCK, ALLAN, GENEOwnerCEO, ownership code E, individual
Mar 23, 2012 to presentfactForm ADV
← DONLAN, ROBERT, ELWOODOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV
← SEDLOCK, WALTER, JOwnerCHIEF OPERATING OFFICER/TREASURER, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV

Owns (1)

← HANNAH, JILL, MOwnerDIRECTOR, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV

Registered with (8)

← CRAIG M KILMERAdvisorregistration: previous registration
Jun 14, 2005 to Apr 1, 2026factForm ADV
← ALLAN GENE HANCOCKAdvisorregistration: previous registration
Jun 1, 1998 to Apr 1, 2026factForm ADV
← ROBERT ELWOOD DONLANAdvisorregistration: previous registration
Oct 27, 1999 to Apr 1, 2026factForm ADV
← WALTER J SEDLOCKAdvisorregistration: previous registration
May 24, 2006 to Apr 1, 2026factForm ADV
← DAVID MICHAEL EDWARDSAdvisorregistration: previous registration
Jun 23, 2006 to Sep 5, 2025factForm ADV
← Zachary HonessAdvisorregistration: previous registration
Sep 28, 2021 to Nov 1, 2024factForm ADV
← ROBERT JAMES BECKAdvisorregistration: previous registration
Jan 24, 2001 to Dec 31, 2016factForm ADV
← JOHN EDWARD FLEMINGAdvisorregistration: previous registration
Jun 1, 1998 to Aug 3, 2005factForm ADV

Moved with (1)

→ LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Apr 1, 2026 to Aug 28, 2025factForm ADV

Dated events

Occurred
Apr 1, 2026
Team lift-out
2 advisors left Hancock Capital Management, Inc. (Altoona, PA) for LPL Financial LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Apr 1, 2026
Advisor changed firm
Robert Elwood Donlan left Hancock Capital Management, Inc. for Cadaret Grant & Co Inc (registered 2024-01-31)
Form ADVobserved 6 days ago
Occurred
Apr 1, 2026
Advisor changed firm
Walter J Sedlock left Hancock Capital Management, Inc. for Lpl Financial Llc (registered 2025-07-15)
Form ADVobserved 6 days ago
Occurred
Apr 1, 2026
Advisor changed firm
Craig M Kilmer left Hancock Capital Management, Inc. for Principal Securities, Inc. (registered 2010-06-15)
Form ADVobserved 6 days ago
Occurred
Apr 1, 2026
Advisor changed firm
Allan Gene Hancock left Hancock Capital Management, Inc. for Lpl Financial Llc (registered 2025-08-28)
Form ADVobserved 6 days ago
Occurred
Sep 5, 2025
Advisor changed firm
David Michael Edwards left Hancock Capital Management, Inc. for Cadaret Grant & Co Inc (registered 2017-05-10)
Form ADVobserved 6 days ago
Occurred
Nov 1, 2024
Advisor changed firm
Zachary Honess left Hancock Capital Management, Inc. for Secure Asset Management, L.L.C. (registered 2024-11-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:065bb22a-b156-16a1-307a-aeb709961111
First observed: Mar 23, 2012
Last observed: Jul 19, 2012 172 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HANCOCK CAPITAL MANAGEMENT, INC.

CRD 122520

ALTOONA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:065bb22a-b156-16a1-307a-aeb709961111

Data as of Jul 19, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BECK, ROBERT, JAMES

VICE PRESIDENT

yes

01/2005

Mar 23, 2012

Jul 19, 2012

DONLAN, ROBERT, ELWOOD

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

01/2005

Mar 23, 2012

Jul 19, 2012

HANCOCK, ALLAN, GENE

Ceo

yes

11/1996

Mar 23, 2012

Jul 19, 2012

KILMER, CRAIG, M

Secretary

yes

07/2005

Mar 23, 2012

Jul 19, 2012

SEDLOCK, WALTER, J

CHIEF OPERATING OFFICER/TREASURER

yes

10/2005

Mar 23, 2012

Jul 19, 2012

HANNAH, JILL, M

Director

11/1996

Mar 23, 2012

Jul 19, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ALLAN HANCOCK AGENCY, INC.

n/a

yes

n/a

HANCOCK ASSOCIATES, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 23, 2012

$39.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$39.2M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Apr 1, 2026

Aug 28, 2025

ALTOONA, PA

Team lift out

Other

50.0%