Financial Security Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Lakewood, CO. Its latest Form ADV filing, dated March 9, 2026, reports $612M in regulatory assets under management, 7 employees, and 2,691 accounts.
Assets Under Management
$612M
Employees
7
Offices
--
Total Clients
1,102
Primary office
LAKEWOOD, CO
2535 S LEWIS WAY, SUITE 201, LAKEWOOD, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.3% of total clients.
Top client categories% of clientsClients
1
Individuals
88.3%
973
2
HNWI
11.7%
129
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$612Mas of March 9, 2026
Discretionary100.0%
$612M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$612M
Total Accounts2,691
10Y AUM Change+$433M (+241.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee157:1
10Y Employee Change-9 (-56.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.