Secura Financial
Secura Financial is an SEC-registered mass-market adviser in Orange, CA with $319.9M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Secura Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137324, SEC 801-113072, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $319.9M (2026-05-05)
- Firm type
- Mass-Market Adviser
- Location
- Orange, CA
- Employees
- 8
- Clients
- 681
- CRD
- 137324
- Ownership
- BARTH, HARRY, MICHAEL; JACKMAN, RICHARD, W; HATCHER, CASEY, LEE; STONE, JASON, DOUGLAS
How much AUM does Secura Financial have?
Secura Financial reported $319.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Secura Financial?
Disclosed owners and executives of Secura Financial include BARTH, HARRY, MICHAEL, JACKMAN, RICHARD, W, HATCHER, CASEY, LEE, STONE, JASON, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.