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Firm profile

Secura Financial

ORANGE, CACRD 137324Latest ADV October 23, 2025

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOHarry M. Barth
CIORichard W. Jackman

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

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.

Total AUM$262M
Total Accounts1,141
10Y AUM Change+$212M (+195.5%)

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-2 (-20.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

The historical chart includes a newer SEC ADV filing than the current profile metrics. Current profile metrics will update once matching profile fields are refreshed.

* 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.