← Directory
SECURE FINANCIAL MANAGEMENT
Legal name: KIRKWOOD FINANCIAL SERVICES LLC
CRD 169278File 801-120719
APPROVED
Retail clients
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$399.8M
Below cohort median (national)
Discretionary AUM
$399.8M
Clients
584
928 accounts
Employees
12
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 6, 2021
- Principal office
- 4630 DE ZAVALA RD, SAN ANTONIO, TX, 78249
- Phone
- 210-428-6250
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $399.8M
- Discretionary AUM
- $399.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 928
- Non-discretionary accounts
- 0
- Total accounts
- 928
- AUM per client
- $685K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 116 | $203.3M |
| Individuals (other than high net worth individuals) | 468 | $196.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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 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.