{
  "crd_number": 153991,
  "slug": "tamar-securities-llc-woodland-hills-ca-153991",
  "primary_business_name": "TAMAR SECURITIES, LLC",
  "legal_name": "TAMAR SECURITIES, LLC",
  "dbas": [
    "911 FINANCIAL SERVICES",
    "FIREFIGHTERS UNITED FINANCIAL SERVICES",
    "TAMAR INSURANCE SOLUTIONS"
  ],
  "city": "Woodland Hills",
  "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": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-06-11",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-04-10",
  "carried_forward": false,
  "raum_total": 1521678938.0,
  "raum_discretionary": 1521678938.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 18,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2580374.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 940745841.0,
      "count": 3999
    },
    "pension_profit_sharing": {
      "raum": 10644932.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 480684681.0,
      "count": 199
    },
    "corporations_other_businesses": {
      "raum": 87023110.0,
      "count": 12
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "ID",
    "LA",
    "MA",
    "MT",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OR",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/FireFightersUnitedFinancialServices",
    "https://facebook.com/TAMARSECURITIES",
    "https://facebook.com/pages/category/Consulting-Agency/911-Financial-Services-253034872135645",
    "https://facebook.com/people/911-Financial-Services/100055363546649",
    "https://linkedin.com/company/tamar-securities-llc",
    "https://tamarsecurities.com",
    "https://youtube.com/@911financialservices",
    "https://youtube.com/channel/UCOruMMc7bdtdGj4KctZpGgg",
    "https://youtube.com/channel/UCoKPHWkAFkCLKtMc1fuXBug"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153991",
  "city_as_filed": "WOODLAND HILLS",
  "url": "https://advisorcensus.com/firm/tamar-securities-llc-woodland-hills-ca-153991",
  "display_name": "Tamar Securities, LLC",
  "summary": "Tamar Securities, LLC is an SEC-registered investment advisory firm in Woodland Hills, CA, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 10, 2026.",
  "citation": "AdvisorCensus. Tamar Securities, LLC (CRD 153991): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Tamar Securities, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tamar Securities, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Tamar Securities, LLC located?",
      "a": "Tamar Securities, LLC's principal office is in Woodland Hills, CA, according to its Form ADV."
    },
    {
      "q": "Is Tamar Securities, LLC registered with the SEC or a state?",
      "a": "Tamar Securities, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153991."
    },
    {
      "q": "How much does Tamar Securities, LLC manage?",
      "a": "Tamar Securities, LLC reports $1,521,678,938 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Tamar Securities, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Tamar Securities, LLC: Regulatory assets under management: $638,713,258 in the October 2021 data and $1,521,678,938 in the October 2026 data, up 138%. Total employees: 11 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tamar Securities, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,999); high net worth individuals (199); corporations or other businesses not listed above (12)."
    },
    {
      "q": "Which custodians does Tamar Securities, LLC use?",
      "a": "Tamar Securities, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tamar Securities, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153991"
    },
    {
      "q": "What changed in Tamar Securities, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 13 to 18. Regulatory assets under management went from $1,302,372,142 to $1,521,678,938 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 638713258.0,
      "total_employees": 11,
      "filing_date": "2021-04-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 872249097.0,
      "total_employees": 12,
      "filing_date": "2022-04-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 874321495.0,
      "total_employees": 17,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1089228509.0,
      "total_employees": 18,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1302372142.0,
      "total_employees": 18,
      "filing_date": "2025-05-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1521678938.0,
      "total_employees": 22,
      "filing_date": "2026-04-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 18.",
        "Regulatory assets under management went from $1,302,372,142 to $1,521,678,938 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": true
    }
  ],
  "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/tamar-securities-llc-woodland-hills-ca-153991.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3999,
      "fewer_than_5": false,
      "raum": 940745841.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 199,
      "fewer_than_5": false,
      "raum": 480684681.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 10644932.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2580374.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 87023110.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/153991",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}