{
  "crd_number": 144046,
  "slug": "secure-asset-management-l-l-c-troy-mi-144046",
  "primary_business_name": "SECURE ASSET MANAGEMENT, L.L.C.",
  "legal_name": "SECURE ASSET MANAGEMENT, L.L.C.",
  "dbas": [
    "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"
  ],
  "city": "Troy",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-09-07",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-20",
  "carried_forward": false,
  "raum_total": 870615187.0,
  "raum_discretionary": 788736000.0,
  "raum_non_discretionary": 81879187.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 54,
  "advisory_employees": 54,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 363850169.0,
      "count": 2644
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 506765018.0,
      "count": 233
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://1031csg.com",
    "https://forthrightcapital.com",
    "https://linkedin.com/company/securefg",
    "https://nevillefinancial.com",
    "https://re-transition.com",
    "https://sassetmgmt.com",
    "https://securefg.com",
    "https://secureinvestorsgroup.com",
    "https://titanwealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144046",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "TROY",
  "url": "https://advisorcensus.com/firm/secure-asset-management-l-l-c-troy-mi-144046",
  "display_name": "Secure Asset Management, L.L.C.",
  "summary": "Secure Asset Management, L.L.C. is an SEC-registered investment advisory firm in Troy, MI, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 20, 2026.",
  "citation": "AdvisorCensus. Secure Asset Management, L.L.C. (CRD 144046): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Secure Asset Management, L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Secure Asset Management, L.L.C. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Secure Asset Management, L.L.C. located?",
      "a": "Secure Asset Management, L.L.C.'s principal office is in Troy, MI, according to its Form ADV; the September 2026 filing also lists 25 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Secure Asset Management, L.L.C. registered with the SEC or a state?",
      "a": "Secure Asset Management, L.L.C. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 144046."
    },
    {
      "q": "How much does Secure Asset Management, L.L.C. manage?",
      "a": "Secure Asset Management, L.L.C. reports $870,615,187 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (91% discretionary)."
    },
    {
      "q": "How have Secure Asset Management, L.L.C.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Secure Asset Management, L.L.C.: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Secure Asset Management, L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,644); high net worth individuals (233)."
    },
    {
      "q": "Which custodians does Secure Asset Management, L.L.C. use?",
      "a": "Secure Asset Management, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Secure Asset Management, L.L.C. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). 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 SEC record: https://adviserinfo.sec.gov/firm/summary/144046"
    },
    {
      "q": "Does Secure Asset Management, L.L.C. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 says: \"SAM has no minimum to open an account.\""
    },
    {
      "q": "What changed in Secure Asset Management, L.L.C.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 5 (now no: 11.A(1), 11.C(2), 11.C(4), 11.C(5))."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 244863542.0,
      "total_employees": 16,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 387297139.0,
      "total_employees": 24,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 439981505.0,
      "total_employees": 40,
      "filing_date": "2023-08-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 599576285.0,
      "total_employees": 48,
      "filing_date": "2024-09-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 890034531.0,
      "total_employees": 52,
      "filing_date": "2025-07-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 870615187.0,
      "total_employees": 54,
      "filing_date": "2026-08-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 5 (now no: 11.A(1), 11.C(2), 11.C(4), 11.C(5))."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "No longer lists the business name Financial Strategies Group.",
        "Employees performing advisory functions went from 55 to 54."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 53 to 55.",
        "Added an office in Grand Rapids, MI."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 52 to 53."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "SAM has no minimum to open an account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "SAM has no minimum to open an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/secure-asset-management-l-l-c-troy-mi-144046.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2644,
      "fewer_than_5": false,
      "raum": 363850169.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 233,
      "fewer_than_5": false,
      "raum": 506765018.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item 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/144046",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}