SWARTZ CREEK, MICRD 122408Latest ADV March 17, 2026
Security First Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Swartz Creek, MI. Its latest Form ADV filing, dated March 17, 2026, reports $300M in regulatory assets under management, 2 employees, and 1,680 accounts.
Assets Under Management
$300M
Employees
2
Offices
--
Total Clients
640
Primary office
SWARTZ CREEK, MI
6012 S. LINDEN ROAD, SUITE 10, SWARTZ CREEK, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.4% of total clients.
Top client categories% of clientsClients
1
Individuals
89.4%
572
2
HNWI
10.5%
67
3
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of March 17, 2026
Discretionary100.0%
$300M
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$300M
Total Accounts1,680
10Y AUM Change+$172M (+135.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee320:1
10Y Employee Change0 (0.0%)
* 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.