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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SECURITY CAPITAL MANAGEMENT

HAZLETT, BURT & WATSON, INC., CRD 396

WHEELING, WV

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:70785e25-d05a-a357-3f27-2eb3edda8d8d

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 38
Dated events: 4
On other graphs: 0
Observed: Mar 26, 2012 to Mar 25, 2026
25 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: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=19.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $748M
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 20
RAUM per advisor: $69.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 14
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,399
Individual clients: 1,744
High net worth clients: 613
Custody, client assets: $1.4B
SEC number: 801-66333
CRD: 396
Filings on the tape: 25
First filed: Mar 26, 2012
Latest filed: Mar 25, 2026
Organised: Corporation, WV
Website: hazlettburt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GEORGE SPERRY WEAVER	n/a	LANCASTER, PA	20	43	n/a	yes
THOMAS JAMES MORRISON	n/a	WHEELING, WV \| BARNESVILLE, OH	20	30	n/a	yes
GREGORY FRANCIS MARQUART	n/a	WHEELING, WV	20	22	n/a	yes
MICHAEL THOMPSON BARICKMAN	n/a	WHEELING, WV	20	40	n/a	yes
TIMOTHY MORGAN BIDWELL	n/a	Paden City, WV \| BARNESVILLE, OH \| WHEELING, WV	20	25	n/a	yes
JASON LEE MARSH	n/a	WHEELING, WV	20	22	n/a	yes
MARILYNN SUE ECHOLS	n/a	WHEELING, WV	20	55	n/a	yes
HAROLD BRUCE BURECH	n/a	WHEELING, WV	20	49	n/a	yes
STEVEN THOMAS SELL	Chartered Financial Consultant	LANCASTER, PA	20	29	n/a	yes
WILLIAM LIAS PARAS	n/a	WHEELING, WV	19	22	n/a	no
C. LEWIS JOHNSON	n/a	VIENNA, WV	17	45	1	yes
JOSHUA EARL BRAUNLICH	n/a	WHEELING, WV	13	18	1	yes
WALKER P. HOLLOWAY	Certified Financial Planner	WHEELING, WV	13	13	n/a	yes
JEANNE MARIE MILLER	n/a	LANCASTER, PA	12	25	2	yes
Melanie Herbst	Certified Financial Planner	VIENNA, WV	8	12	1	yes
JOYCE ANN LIBBY	Certified Financial Planner	LANCASTER, PA	7	18	1	yes
SHANE VINCENT PAMPHILIS	n/a	WHEELING, WV	5	10	1	yes
TARINA SUE NEELY	n/a	WHEELING, WV	2	29	n/a	yes
Matthew J Herink	n/a	BARNESVILLE, OH	1	21	1	yes
JOSEPH D. HESS	Chartered Financial Analyst	LANCASTER, PA	1	17	1	yes

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
BARICKMAN, MICHAEL THOMPSON	EXEC VP / DIRECTOR	Na	yes	02/2006	Mar 25, 2026	Mar 25, 2026
BIDWELL, TIMOTHY MORGAN	EXEC VP / CFO / CHIEF COMPLIANCE OFFICER / DIRECTOR	Na	yes	04/2005	Mar 25, 2026	Mar 25, 2026
BURECH, HAROLD BRUCE	DIRECTOR /SR VP	Na	yes	04/1981	Mar 25, 2026	Mar 25, 2026
HB&W, INC.	PARENT COMPANY	E	yes	09/1999	Mar 25, 2026	Mar 25, 2026
MARSH, JASON LEE	CHAIRMAN / CEO / DIRECTOR	Na	yes	04/2021	Mar 25, 2026	Mar 25, 2026
WEAVER, GEORGE SPERRY III	SR EXEC VP / DIRECTOR	Na	yes	04/2005	Mar 25, 2026	Mar 25, 2026
ECHOLS, MARILYNN SUE	EXECUTIVE VICE PRESIDENT / DIRECTOR	Na	yes	08/2011	Mar 26, 2012	Dec 18, 2024

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
SECURITY NATIONAL TRUST CO.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Lancaster	Pa	United States	4	yes
Barnesville	Oh	United States	2	yes
Vienna	Wv	United States	2	yes

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
2025	Mar 25, 2026	$1.4B	$748M	20	14	3	n/a	n/a
2024	Mar 24, 2025	$1.2B	$619M	19	13	3	n/a	n/a
2023	Mar 26, 2024	$1.0B	$502M	21	16	3	n/a	n/a
2022	Mar 29, 2023	$983M	$405M	19	14	3	n/a	n/a
2021	Mar 10, 2022	$1.1B	$583M	21	16	3	n/a	n/a
2020	Mar 29, 2021	$999M	$467M	23	17	3	n/a	n/a
2019	Mar 16, 2020	$890M	$408M	23	17	3	n/a	n/a
2018	Mar 28, 2019	$716M	$313M	24	18	3	n/a	n/a
2017	Mar 26, 2018	$787M	$327M	25	19	3	n/a	n/a
2016	Mar 16, 2017	$675M	$280M	27	21	n/a	n/a	n/a
2015	Mar 16, 2016	$623M	$258M	31	20	n/a	n/a	n/a
2014	Mar 3, 2015	$616M	$252M	32	21	n/a	n/a	n/a
2013	Mar 27, 2014	$539M	$215M	32	21	n/a	n/a	n/a
2012	Mar 26, 2013	$431M	$172M	32	21	n/a	n/a	n/a
2011	Mar 26, 2012	$394M	$170M	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	0	0	0.0%	0	0	0	2	2

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
2025	$1.4B	$1.2B	15.9%	$983M	12.2%	20	19	3	3

Relationships

Registered with (31)

← JOSEPH D. HESSAdvisorregistration: current employment
Jan 21, 2025 to presentfactForm ADV
← Matthew J HerinkAdvisorregistration: current employment
Dec 3, 2024 to presentfactForm ADV
← TARINA SUE NEELYAdvisorregistration: current employment
Oct 11, 2023 to presentfactForm ADV
← SHANE VINCENT PAMPHILISAdvisorregistration: current employment
May 21, 2021 to presentfactForm ADV
← JOYCE ANN LIBBYAdvisorregistration: current employment
Mar 25, 2019 to presentfactForm ADV
← Melanie HerbstAdvisorregistration: current employment
Oct 25, 2017 to presentfactForm ADV
← JEANNE MARIE MILLERAdvisorregistration: current employment
Jan 31, 2014 to presentfactForm ADV
← WALKER P. HOLLOWAYAdvisorregistration: current employment
Jul 17, 2013 to presentfactForm ADV
← JOSHUA EARL BRAUNLICHAdvisorregistration: current employment
Oct 4, 2012 to presentfactForm ADV
← C. LEWIS JOHNSONAdvisorregistration: current employment
Jun 2, 2009 to presentfactForm ADV
← WILLIAM LIAS PARASAdvisorregistration: current employment
Feb 15, 2007 to presentfactForm ADV
← STEVEN THOMAS SELLAdvisorregistration: current employment
Jun 2, 2006 to presentfactForm ADV
← MICHAEL THOMPSON BARICKMANAdvisorregistration: current employment
Mar 31, 2006 to presentfactForm ADV
← TIMOTHY MORGAN BIDWELLAdvisorregistration: current employment
Mar 31, 2006 to presentfactForm ADV
← JASON LEE MARSHAdvisorregistration: current employment
Mar 31, 2006 to presentfactForm ADV
← MARILYNN SUE ECHOLSAdvisorregistration: current employment
Mar 31, 2006 to presentfactForm ADV
← HAROLD BRUCE BURECHAdvisorregistration: current employment
Mar 31, 2006 to presentfactForm ADV
← GEORGE SPERRY WEAVERAdvisorregistration: current employment
Mar 30, 2006 to presentfactForm ADV
← THOMAS JAMES MORRISONAdvisorregistration: current employment
Mar 30, 2006 to presentfactForm ADV
← GREGORY FRANCIS MARQUARTAdvisorregistration: current employment
Mar 30, 2006 to presentfactForm ADV
← Anthony Gaetano DeciccoAdvisorregistration: previous registration
Jun 9, 2023 to Feb 7, 2025factForm ADV
← TYLER ANDREW BRAUTIGANAdvisorregistration: previous registration
Jun 9, 2021 to Jul 24, 2024factForm ADV
← SHAWN P ROHRIGAdvisorregistration: previous registration
Apr 18, 2011 to Aug 13, 2021factForm ADV
← Lori Milner PointerAdvisorregistration: previous registration
Feb 4, 2021 to Mar 24, 2021factForm ADV
← SETH PERRY WHITEAdvisorregistration: previous registration
May 23, 2012 to Apr 7, 2020factForm ADV
← BERNADETTE MARIE SMITHAdvisorregistration: previous registration
Mar 31, 2006 to May 24, 2018factForm ADV
← LORETTA ANN GILLIAMAdvisorregistration: previous registration
Jul 23, 2013 to Nov 10, 2016factForm ADV
← EDWARD BERNARD O'GORMANAdvisorregistration: previous registration
Aug 6, 2009 to Jan 8, 2011factForm ADV
← Brenda Millhouse-HuebnerAdvisorregistration: previous registration
Oct 20, 2008 to Jul 1, 2010factForm ADV
← KATHLEEN ASHLEY TYLERAdvisorregistration: previous registration
Aug 6, 2008 to Sep 16, 2008factForm ADV
and 1 more

Controls (7)

← WEAVER, GEORGE SPERRY IIIOwnerSR EXEC VP / DIRECTOR, ownership code NA, individual
Mar 26, 2012 to Dec 18, 2024factForm ADV
← BARICKMAN, MICHAEL THOMPSONOwnerEXEC VP / DIRECTOR, ownership code NA, individual
Mar 26, 2012 to Dec 18, 2024factForm ADV
← BIDWELL, TIMOTHY MORGANOwnerEXEC VP / CFO / CHIEF COMPLIANCE OFFICER / DIRECTOR, ownership code NA, individual
Mar 26, 2012 to Dec 18, 2024factForm ADV
← MARSH, JASON LEEOwnerCHAIRMAN / CEO / DIRECTOR, ownership code NA, individual
Mar 3, 2015 to Dec 18, 2024factForm ADV
← ECHOLS, MARILYNN SUEOwnerEXECUTIVE VICE PRESIDENT / DIRECTOR, ownership code NA, individual
Mar 26, 2012 to Dec 18, 2024factForm ADV
← BURECH, HAROLD BRUCEOwnerDIRECTOR /SR VP, ownership code NA, individual
Mar 26, 2012 to Dec 18, 2024factForm ADV
← HB&W, INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Mar 26, 2012 to Dec 18, 2024factForm ADV

Dated events

Occurred
Feb 7, 2025
Advisor changed firm
Anthony Gaetano Decicco left Security Capital Management for Savvy (registered 2025-03-11)
Form ADVobserved 4 days ago
Occurred
Dec 18, 2024
Control person left
George Sperry Jr Weaver (Director) no longer on Schedule A of Security Capital Management (listed 2024-03-26, absent 2024-12-18)
Form ADVobserved 4 days ago
Occurred
Jul 24, 2024
Advisor changed firm
Tyler Andrew Brautigan left Security Capital Management for Commonwealth Financial Services (registered 2024-05-09)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2022
Control person left
Mark Steven Prince (President / Ceo / Chairman) no longer on Schedule A of Security Capital Management (listed 2021-03-29, absent 2022-03-10)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70785e25-d05a-a357-3f27-2eb3edda8d8d
First observed: Mar 26, 2012
Last observed: Mar 25, 2026 5 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.

SECURITY CAPITAL MANAGEMENT

HAZLETT, BURT & WATSON, INC., CRD 396

WHEELING, WV

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:70785e25-d05a-a357-3f27-2eb3edda8d8d

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE SPERRY WEAVER

n/a

LANCASTER, PA

n/a

yes

THOMAS JAMES MORRISON

n/a

WHEELING, WV | BARNESVILLE, OH

n/a

yes

GREGORY FRANCIS MARQUART

n/a

WHEELING, WV

n/a

yes

MICHAEL THOMPSON BARICKMAN

n/a

WHEELING, WV

n/a

yes

TIMOTHY MORGAN BIDWELL

n/a

Paden City, WV | BARNESVILLE, OH | WHEELING, WV

n/a

yes

JASON LEE MARSH

n/a

WHEELING, WV

n/a

yes

MARILYNN SUE ECHOLS

n/a

WHEELING, WV

n/a

yes

HAROLD BRUCE BURECH

n/a

WHEELING, WV

n/a

yes

STEVEN THOMAS SELL

Chartered Financial Consultant

LANCASTER, PA

n/a

yes

WILLIAM LIAS PARAS

n/a

WHEELING, WV

n/a

C. LEWIS JOHNSON

n/a

VIENNA, WV

yes

JOSHUA EARL BRAUNLICH

n/a

WHEELING, WV

yes

WALKER P. HOLLOWAY

Certified Financial Planner

WHEELING, WV

n/a

yes

JEANNE MARIE MILLER

n/a

LANCASTER, PA

yes

Melanie Herbst

Certified Financial Planner

VIENNA, WV

yes

JOYCE ANN LIBBY

Certified Financial Planner

LANCASTER, PA

yes

SHANE VINCENT PAMPHILIS

n/a

WHEELING, WV

yes

TARINA SUE NEELY

n/a

WHEELING, WV

n/a

yes

Matthew J Herink

n/a

BARNESVILLE, OH

yes

JOSEPH D. HESS

Chartered Financial Analyst

LANCASTER, PA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARICKMAN, MICHAEL THOMPSON

EXEC VP / DIRECTOR

yes

02/2006

Mar 25, 2026

BIDWELL, TIMOTHY MORGAN

EXEC VP / CFO / CHIEF COMPLIANCE OFFICER / DIRECTOR

yes

04/2005

Mar 25, 2026

BURECH, HAROLD BRUCE

DIRECTOR /SR VP

yes

04/1981

Mar 25, 2026

HB&W, INC.

PARENT COMPANY

yes

09/1999

Mar 25, 2026

MARSH, JASON LEE

CHAIRMAN / CEO / DIRECTOR

yes

04/2021

Mar 25, 2026

WEAVER, GEORGE SPERRY III

SR EXEC VP / DIRECTOR

yes

04/2005

Mar 25, 2026

ECHOLS, MARILYNN SUE

EXECUTIVE VICE PRESIDENT / DIRECTOR

yes

08/2011

Mar 26, 2012

Dec 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SECURITY NATIONAL TRUST CO.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Lancaster

United States

yes

Barnesville

United States

yes

Vienna

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$1.4B

$748M

n/a

2024

Mar 24, 2025

$1.2B

$619M

n/a

2023

Mar 26, 2024

$1.0B

$502M

n/a

2022

Mar 29, 2023

$983M

$405M

n/a

2021

Mar 10, 2022

$1.1B

$583M

n/a

2020

Mar 29, 2021

$999M

$467M

n/a

2019

Mar 16, 2020

$890M

$408M

n/a

2018

Mar 28, 2019

$716M

$313M

n/a

2017

Mar 26, 2018

$787M

$327M

n/a

2016

Mar 16, 2017

$675M

$280M

n/a

2015

Mar 16, 2016

$623M

$258M

n/a

2014

Mar 3, 2015

$616M

$252M

n/a

2013

Mar 27, 2014

$539M

$215M

n/a

2012

Mar 26, 2013

$431M

$172M

n/a

2011

Mar 26, 2012

$394M

$170M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.2B

15.9%

$983M

12.2%