Secure Asset Management, L.L.C.

• A percentage of assets under your management
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$870,615,187 as of October 2026, filing dated August 20, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)

Also doing business as

1031 CONSULTING AND SERVICES GROUP, BLUEBIRD ADVISORY, COUGHLIN WEALTH MANAGEMENT, CRESCENDO FINANCE, EVERGREEN INVESTMENTS, FORTHRIGHT CAPITAL MANAGEMENT, LLC, FORTNER WEALTH SERVICES, GLEN H. CHESTER & ASSOCIATES, GOLDSTEIN FINANCIAL, HARRISON FINANCIAL, HORNYAK FINANCIAL GROUP, MONEY & INVESTMENT CONCEPTS, NEVILLE FINANCIAL GROUP, PACELINE FINANCIAL LLC, RANGE FINANCIAL, REAL ESTATE TRANSITION SOLUTIONS, RW BOWLIN INVESTMENT SERVICES, INC., SON LIGHT INC., THOMAS FINANCIAL, TITAN WEALTH ADVISORS, TRANSCEND FINANCIAL

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2018 (8 years)

Employees

Total: 54. Performing investment advisory functions: 54.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

25 other offices, as of the September 2026 filing

Argyle, TXBay Village,, OHBloomfield Hills, MIBoulder, COColorado Springs, COCook, MNEdinboro, PAElkhorn, NEEvans, GAGlendale, CAGrand Rapids, MIHouston, TXKirkland, WALivonia, MIMarion, IAOrange Park, FLPortland, ORSan Francisco, CASimpsonville, SCSpring, TXSt. Louis, MOTopeka, KSTunkhannock, PAUtica, MIVero Beach, FL

States registered or notice-filed

40 states or jurisdictions

AKALAZCACOCTDEFLGAHIIAIDILINKSKYLAMDMEMIMNMONCNDNENHNJNVNYOHOKORPASCTNTXVAWAWIWV

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Criminal matters Items 11.A and 11.B

• 11.A(2) In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $244,863,542 in the October 2021 data and $870,615,187 in the October 2026 data, up 256%.

Total employees: 16 in October 2021 and 54 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • Item 11 disclosure answers changed: 1 yes answer, previously 5 (now no: 11.A(1), 11.C(2), 11.C(4), 11.C(5)).
2. July 2026
   • No longer lists the business name Financial Strategies Group.
   • Employees performing advisory functions went from 55 to 54.
3. April 2026
   • Changed its office addresses in Boulder, CO.
   • Added an office in Argyle, TX.
   • Added an office in Bay Village,, OH.
   • Added an office in Evans, GA.
   • Added an office in Tunkhannock, PA.
   • No longer lists an office in Fargo, ND.
4. January 2026
   • Employees performing advisory functions went from 53 to 55.
   • Added an office in Grand Rapids, MI.
5. December 2025
   • Employees performing advisory functions went from 52 to 53.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.