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SECURE ASSET MANAGEMENT, L.L.C.
CRD 144046File 801-113954
APPROVED
Retail clients
Disclosure events
Filing as of Aug 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$870.6M
Above cohort median (national)
Discretionary AUM
$788.7M
Non-discretionary $81.9M
Clients
2,877
4,609 accounts
Employees
54
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 7, 2018
- Principal office
- 2565 WEST MAPLE RD, TROY, MI, 48084
- Phone
- 248-414-1562
- Website
- http://www.securefg.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $870.6M
- Discretionary AUM
- $788.7M
- Non-discretionary AUM
- $81.9M
- Discretionary accounts
- 4,144
- Non-discretionary accounts
- 465
- Total accounts
- 4,609
- AUM per client
- $303K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 233 | $506.8M |
| Individuals (other than high net worth individuals) | 2,644 | $363.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SOLICITOR FOR 3RD PARTY MONEY MANAGERS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 55 | 54 | decreased by1 |
| Apr 1, 2026 | Clients | 4,714 | 2,877 | decreased by1,837 |
| Apr 1, 2026 | AUM | $890,034,531 | $870,615,187 | decreased by$19,419,344 |
| Apr 1, 2026 | Accounts | 4,714 | 4,609 | decreased by105 |
| Jan 1, 2026 | Employees | 53 | 55 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 49 | 53 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 49 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,284 | 4,714 | increased by2,430 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $387,297,139 | $890,034,531 | increased by$502,737,392 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,284 | 4,714 | increased by2,430 |
| Oct 1, 2022 | Employees | 23 | 24 | increased by1 |
| Jul 1, 2022 | Employees | 21 | 23 | increased by2 |
| Apr 1, 2022 | Clients | 1,664 | 2,284 | increased by620 |
| Apr 1, 2022 | AUM | $244,863,542 | $387,297,139 | increased by$142,433,597 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SECURE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SECURE ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.