Secura Financial

RIASEC Registered

Total AUM

$320M

Discretionary

$320M

100% of AUM

Avg account

$258K

Accounts

1,242

Employees

Advisory reps

Firm details

Headquarters: Orange, California
CRD number: 137324
Registered since: April 25, 2018
Website: www.securawm.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC., LINCOLN FINANCIAL DISTRIBUTORS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI80.23%
Individuals19%
Pension & Profit Sharing Plans0.74%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Secura Financial is an independent, owner-operated registered investment adviser that began SEC registration in 2018. The firm acts as a capital allocator for both individuals and families and institutional clients, offering a mix of fee arrangements including percentage-of-AUM, hourly, fixed fees and other billing approaches. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of third‑party advisers. The firm does not describe itself as an active ESG investor and is not classified as a multi-state adviser. Secura Financial maintains relationships with other financial and professional service providers as part of its operating model. Its industry affiliations include broker‑dealers, other registered investment advisers, accountants, law firms, insurance companies and real estate brokers — consistent with a practice that integrates external specialists and third‑party managers into client solutions.