Secure Financial Management
Secure Financial Management is an SEC-registered mass-market adviser in San Antonio, TX with $399.8M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Secure Financial Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169278, SEC 801-120719, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $399.8M (2026-05-05)
- Firm type
- Mass-Market Adviser
- Location
- San Antonio, TX
- Employees
- 12
- Clients
- 584
- CRD
- 169278
- Ownership
- KIRKWOOD, JAMIN, COLIN
How much AUM does Secure Financial Management have?
Secure Financial Management reported $399.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Secure Financial Management?
Disclosed owners and executives of Secure Financial Management include KIRKWOOD, JAMIN, COLIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.