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SECURITY FIRST FINANCIAL
Legal name: SECURITY FIRST FINANCIAL INC.
CRD 122408File 801-79680
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$299.5M
Below cohort median (national)
Discretionary AUM
$299.5M
Clients
640
1,680 accounts
Employees
2
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 23, 2014
- Principal office
- 6012 S. LINDEN ROAD, SUITE 10, SWARTZ CREEK, MI, 48473
- Phone
- 810-655-2129
- Website
- https://www.youtube.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $299.5M
- Discretionary AUM
- $299.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,680
- Non-discretionary accounts
- 0
- Total accounts
- 1,680
- AUM per client
- $468K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $122K |
| High net worth individuals | 67 | $106.4M |
| Individuals (other than high net worth individuals) | 572 | $193.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.