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JB

Jay K. Binderim

ADKINS SEALE CAPITAL MANAGEMENT LLC
Shreveport, LA 71101
Some features on this profile are disabled
CRD#: 6849067
JB

Professional summary

Jay Kyle Binderim is a registered financial advisor currently at ADKINS SEALE CAPITAL MANAGEMENT LLC located in Shreveport, Louisiana.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jay has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Jay Kyle Binderim'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

September 1, 2017 - Present

ADKINS SEALE CAPITAL MANAGEMENT LLC

Office #1: 333 Texas Street, Suite 2235, Shreveport, LA 71101
RIA
CRD#: 166749
Shreveport, LA

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".
AS
ADKINS SEALE CAPITAL MANAGEMENT LLC
ADKINS SEALE CAPITAL MANAGEMENT LLC | GOLDEN GATE, LLC

CRD#: 166749 / SEC#: 801-77795

RIA
Registered Investment Advisory firm - (4/5/2013 Approved)

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
Louisiana
(9/1/2017)
IAR
Texas
(9/1/2017)

Exams

Current Firm

AS
ADKINS SEALE CAPITAL MANAGEMENT LLC
ADKINS SEALE CAPITAL MANAGEMENT LLC | GOLDEN GATE, LLC

CRD#: 166749 / SEC#: 801-77795

RIA
Registered Investment Advisory firm - (4/5/2013 Approved)
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Contact information

Main Address
333 Texas Street, Suite 2235, Shreveport, LA 71101
Mailing Address
Phone number
(318) 703-3641
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/10/2025)
APPENDIX 1 TO PART 2A (3/10/2025)

Regulatory assets under management

Total Number of Accounts427
AUM (Assets Under Management)$ 410,826,833

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.

Company Information

ADKINS SEALE CAPITAL MANAGEMENT LLC

CRD#: 166749Shreveport, LA 71101

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