Secura Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orange, CA. Its latest Form ADV filing, dated October 23, 2025, reports $262M in regulatory assets under management, 9 employees, and 1,141 accounts.
Assets Under Management
$262M
Employees
9
Offices
--
Total Clients
986
Primary office
ORANGE, CA
333 CITY BOULEVARD WEST, SUITE 2050, ORANGE, CA, United States
Top client segmentIndividuals represent 49.9% of total clients.
Top client categories% of clientsClients
1
Individuals
49.9%
492
2
HNWI
48.3%
476
3
Pension Plans
1.6%
16
4
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$262Mas of October 23, 2025
Discretionary100.0%
$262M
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$262M
Total Accounts1,141
10Y AUM Change+$154M (+141.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee110:1
10Y Employee Change-1 (-10.0%)
* 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.