Elizabeth S. Robison

WALLACE CAPITAL MANAGEMENT

Dallas, TX 75201

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CRD#: 2565776

Professional summary

Elizabeth Schulze Robison, who also goes by Beth Schulze Robison, Elizabeth Braxton Schulze, is a registered financial advisor currently at WALLACE CAPITAL MANAGEMENT, INC. located in Dallas, Texas.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Elizabeth has worked at 6 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beth Schulze Robison | Elizabeth Braxton Schulze

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Schulze Robison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 23, 2021 - Present

WALLACE CAPITAL MANAGEMENT, INC.

Office #1: 100 Crescent Court Suite 1190, Dallas, TX 75201

RIA

CRD#: 119174

Dallas, TX

Past

March 5, 2018 - December 31, 2020

WALLACE CAPITAL MANAGEMENT, INC.

RIA

CRD#: 119174

Houston, TX

Past

July 23, 2012 - February 22, 2018

HAWKINS CAPITAL L.P.

RIA

CRD#: 129852

HOUSTON, TX

Past

April 15, 2010 - January 17, 2012

SAROFIM TRUST CO

RIA

CRD#: 106590

HOUSTON, TX

Past

April 15, 2010 - January 17, 2012

SAROFIM INTERNATIONAL MANAGEMENT CO

RIA

CRD#: 106933

HOUSTON, TX

Past

April 15, 2010 - January 17, 2012

SAROFIM ADVISORS GROUP INC

RIA

CRD#: 106932

HOUSTON, TX

Past

December 27, 2000 - January 17, 2012

FAYEZ SAROFIM & CO.

RIA

CRD#: 106584

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WALLACE CAPITAL MANAGEMENT, INC.

WALLACE CAPITAL MANAGEMENT, INC. | WALLACE, SCOTT TREVOR

CRD#: 119174 / SEC#: 801-70100

RIA

Registered Investment Advisory firm - (4/30/2009 Approved)

Florida

Registered Investment Advisory firm - (6/15/2009 Terminated)

Louisiana

Registered Investment Advisory firm - (6/15/2009 Terminated)

Texas

Registered Investment Advisory firm - (4/30/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WALLACE CAPITAL MANAGEMENT, INC.

WALLACE CAPITAL MANAGEMENT, INC. | WALLACE, SCOTT TREVOR

CRD#: 119174 / SEC#: 801-70100

RIA

Registered Investment Advisory firm - (4/30/2009 Approved)

Florida

Registered Investment Advisory firm - (6/15/2009 Terminated)

Louisiana

Registered Investment Advisory firm - (6/15/2009 Terminated)

Texas

Registered Investment Advisory firm - (4/30/2009 Terminated)

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Contact information

Main Address

100 Crescent Court Suite 1190, Dallas, TX 75201

Mailing Address

Phone number

(214) 303-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WCM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	479
AUM (Assets Under Management)	$ 1,354,552,109

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Elizabeth S. Robison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Schulze Robison's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALLACE CAPITAL MANAGEMENT, INC.

WALLACE CAPITAL MANAGEMENT, INC.

HAWKINS CAPITAL L.P.

SAROFIM TRUST CO

SAROFIM INTERNATIONAL MANAGEMENT CO

SAROFIM ADVISORS GROUP INC

FAYEZ SAROFIM & CO.

Primary Firm SEC Registration

WALLACE CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

WALLACE CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WALLACE CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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