{
  "crd_number": 154349,
  "slug": "ministry-partners-securities-llc-brea-ca-154349",
  "primary_business_name": "MINISTRY PARTNERS SECURITIES, LLC",
  "legal_name": "MINISTRY PARTNERS SECURITIES, LLC",
  "dbas": [],
  "city": "Brea",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2013-07-10",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-08-26",
  "carried_forward": false,
  "raum_total": 25374799.0,
  "raum_discretionary": 25374799.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 10408829.0,
      "count": 8
    },
    "individuals": {
      "raum": 6671856.0,
      "count": 80
    },
    "high_net_worth_individuals": {
      "raum": 8266891.0,
      "count": 43
    },
    "corporations_other_businesses": {
      "raum": 27223.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "CA",
    "ID",
    "IL",
    "OH",
    "OR",
    "TN",
    "TX"
  ],
  "websites": [
    "https://mpsecuritiesllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154349",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(3)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    }
  ],
  "city_as_filed": "BREA",
  "url": "https://advisorcensus.com/firm/ministry-partners-securities-llc-brea-ca-154349",
  "display_name": "Ministry Partners Securities, LLC",
  "summary": "Ministry Partners Securities, LLC is a state-registered investment advisory firm in Brea, CA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.",
  "citation": "AdvisorCensus. Ministry Partners Securities, LLC (CRD 154349): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Ministry Partners Securities, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ministry Partners Securities, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Ministry Partners Securities, LLC located?",
      "a": "Ministry Partners Securities, LLC's principal office is in Brea, CA, according to its Form ADV."
    },
    {
      "q": "Is Ministry Partners Securities, LLC registered with the SEC or a state?",
      "a": "Ministry Partners Securities, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 154349."
    },
    {
      "q": "How much does Ministry Partners Securities, LLC manage?",
      "a": "Ministry Partners Securities, LLC reports $25,374,799 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Ministry Partners Securities, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80); high net worth individuals (43); charitable organizations (8)."
    },
    {
      "q": "Does Ministry Partners Securities, LLC report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), 11.D(2) (another regulator's finding of a violation), and 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154349"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ministry-partners-securities-llc-brea-ca-154349.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 80,
      "fewer_than_5": false,
      "raum": 6671856.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 43,
      "fewer_than_5": false,
      "raum": 8266891.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 10408829.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 27223.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154349",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}