|
⚲
|
| Keyboard |
| Security Financial Services Inc
✚
|
|
|---|---|
| CRD # | 122050 |
| SEC # | 801-69787 |
| CIK # | 0001913590, 0001086481 |
| AUM | 1,342.0 M (2026-03-24) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 260-619-3100 |
| Address | 12726 Coldwater Road Fort Wayne, IN 46845 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 730 | 293.5 |
| (b) Individuals (high net worth individuals) | 283 | 766.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 6.8 |
| (h) Charitable organizations | 9 | 226.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 48.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,297 | 1,342.0 |
| By Discretionary | ||
| Discretionary | 3,189 | 1,316.0 |
| Non-Discretionary | 108 | 26.0 |
| Total | 3,297 | 1,342.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 1,341.0 | |
| Total | 3,297 | 1,342.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001086481] | |
| 13F-HR | [0001913590] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 16 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Moisand Fitzgerald Tamayo LLC
✚
|
FL | 1,350.2 M |
|
MSH Capital Advisors LLC
✚
|
AZ | 1,346.3 M |
|
Cohalo Advisory LLC
✚
|
1,345.9 M | |
|
Hill Investment Group Partners LLC
✚
|
MO | 1,345.8 M |
|
Estate Counselors LLC
✚
|
WI | 1,345.8 M |
|
Stillwater Capital Advisors LLC
✚
|
PA | 1,344.3 M |
|
Lodestar Private Asset Management LLC
✚
|
CA | 1,341.3 M |
|
Quadcap Wealth Management LLC
✚
|
TX | 1,340.5 M |
|
Cypress Wealth Services LLC
✚
|
CA | 1,339.3 M |
|
Victory Financial Group LLC
✚
|
TX | 1,337.5 M |