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RIA / WealthAdvisorChartered Financial Analyst25 years in industry

ELIZABETH SCHULZE ROBISON

Advisor at WALLACE CAPITAL MANAGEMENT, INC.

DALLAS, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 27, 2000 to Sep 14, 2026

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

Current firm: WALLACE CAPITAL MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 27, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Dec 27, 2000
Dual registered: no
Other names: ELIZABETH BRAXTON SCHULZE|ELIZABETH BRAXTON SCHULZE|BETH SCHULZE ROBISON
IAPD individual key: 2565776

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WALLACE CAPITAL MANAGEMENT, INC.	Independent wealth	Mar 23, 2021	n/a	yes	DALLAS, TX	Current employment
WALLACE CAPITAL MANAGEMENT, INC.	Independent wealth	Mar 5, 2018	Dec 31, 2020	no	Houston, TX\|DALLAS, TX	Previous registration
HAWKINS CAPITAL L.P.	Former SEC adviser	Jul 23, 2012	Feb 22, 2018	no	HOUSTON, TX	Previous registration
SAROFIM INTERNATIONAL MANAGEMENT CO	Mixed wealth	Apr 15, 2010	Jan 17, 2012	no	n/a	Previous registration
SAROFIM ADVISORS GROUP INC	Former SEC adviser	Apr 15, 2010	Jan 17, 2012	no	n/a	Previous registration
SAROFIM TRUST CO	Independent wealth	Apr 15, 2010	Jan 17, 2012	no	n/a	Previous registration
FAYEZ SAROFIM & CO.	Mixed wealth	Dec 27, 2000	Jan 17, 2012	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HAWKINS CAPITAL L.P.	WALLACE CAPITAL MANAGEMENT, INC.	Feb 22, 2018	Mar 5, 2018	11	Firm change	Other
FAYEZ SAROFIM & CO.	SAROFIM TRUST CO	Jan 17, 2012	Apr 15, 2010	-642	Firm change after gap	Other
SAROFIM TRUST CO	SAROFIM ADVISORS GROUP INC	Jan 17, 2012	Apr 15, 2010	-642	Firm change after gap	Other
SAROFIM ADVISORS GROUP INC	SAROFIM INTERNATIONAL MANAGEMENT CO	Jan 17, 2012	Apr 15, 2010	-642	Firm change after gap	Other
SAROFIM INTERNATIONAL MANAGEMENT CO	HAWKINS CAPITAL L.P.	Jan 17, 2012	Jul 23, 2012	188	Firm change	Other

Relationships

Registered with (6)

→ WALLACE CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 5, 2018 to Dec 31, 2020factForm ADV
→ HAWKINS CAPITAL L.P.Registered adviserregistration: previous registration
Jul 23, 2012 to Feb 22, 2018factForm ADV
→ FAYEZ SAROFIM & CO.Registered adviserregistration: previous registration
Dec 27, 2000 to Jan 17, 2012factForm ADV
→ SAROFIM TRUST CORegistered adviserregistration: previous registration
Apr 15, 2010 to Jan 17, 2012factForm ADV
→ SAROFIM ADVISORS GROUP INCRegistered adviserregistration: previous registration
Apr 15, 2010 to Jan 17, 2012factForm ADV
→ SAROFIM INTERNATIONAL MANAGEMENT CORegistered adviserregistration: previous registration
Apr 15, 2010 to Jan 17, 2012factForm ADV

Dated events

No dated event names this entity yet.