# Tamar Securities, LLC

> 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.

- CRD: 153991
- Filed as: TAMAR SECURITIES, LLC
- Also doing business as: 911 FINANCIAL SERVICES, FIREFIGHTERS UNITED FINANCIAL SERVICES, TAMAR INSURANCE SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woodland Hills, CA
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153991
- AdvisorCensus page: https://advisorcensus.com/firm/tamar-securities-llc-woodland-hills-ca-153991

## Quick answers

**How is Tamar Securities, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tamar Securities, LLC located?**
Tamar Securities, LLC's principal office is in Woodland Hills, CA, according to its Form ADV.

**Is Tamar Securities, LLC registered with the SEC or a state?**
Tamar Securities, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153991.

**How much does Tamar Securities, LLC manage?**
Tamar Securities, LLC reports $1,521,678,938 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary).

**How have Tamar Securities, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Tamar Securities, LLC serve?**
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).

**Which custodians does Tamar Securities, LLC use?**
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.

**Does Tamar Securities, LLC report any disciplinary disclosures?**
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

**What changed in Tamar Securities, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,521,678,938
- Discretionary: $1,521,678,938
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,999 | $940,745,841 |
| High net worth individuals | 199 | $480,684,681 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $10,644,932 |
| Charitable organizations | 1 | $2,580,374 |
| Corporations or other businesses not listed above | 12 | $87,023,110 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 22 total, 18 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, LA, MA, MT, NC, NH, NJ, NV, NY, OR, TN, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tamarsecurities.com
- Facebook @FireFightersUnitedFinancialServices
- Facebook @TAMARSECURITIES
- Facebook @category
- Facebook @911-Financial-Services
- LinkedIn @tamar-securities-llc
- YouTube @911financialservices
- YouTube @UCOruMMc7bdtdGj4KctZpGgg
- YouTube @UCoKPHWkAFkCLKtMc1fuXBug

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $638,713,258 | 11 | April 27, 2021 |
| October 2022 | $872,249,097 | 12 | April 6, 2022 |
| October 2023 | $874,321,495 | 17 | March 15, 2023 |
| October 2024 | $1,089,228,509 | 18 | March 28, 2024 |
| October 2025 | $1,302,372,142 | 18 | May 13, 2025 |
| October 2026 | $1,521,678,938 | 22 | April 10, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tamar Securities, LLC (CRD 153991): Form ADV filing data as of October 2026.