Advisor at Secure Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Secure Investment Management, LLC
Location
Roseville, CA 95678
Credentials
Series 63, Series 65
Industry experience
22 years
Loy Holt is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been involved with The DC Group and its advisory services since 2010 and serves as president of Divot Enterprises Financial and Insurance Services, focusing on fixed insurance and annuity sales. Outside of his advisory role, he owns a fixed annuity sales business. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services. The firm employs a long-term, quantitative, factor-based investment approach, utilizing diversified portfolios composed of low-cost institutional funds, ETFs, and separately managed accounts.
Based on Secure Investment Management, LLC
Based on Secure Investment Management, LLC
Full financial plan including estate planning and asset map available for $1,300
$0.00 - $100,000.00: 0.35% $100,000.01 - $250,000.00: 0.30% $250,000.01 - $1,000,000.00: 0.20% $1,000,000.01+: 0.10%
$250 per hour with a minimum charge of $1,250 (5-hour minimum) for financial planning services
Account minimum: $25,000 (may be waived at SIM's sole discretion)
970 Reserve Drive, #100
Roseville, CA 95678
California
Secure Investment Management
2024 - Present (2 years)
The DC Group Advisory Services, Inc.
2014 - Present (12 years)
The DC Group
2010 - Present (16 years)
Divot Enterprise
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Loomis, CA
JC Financial Services
CFA®
Sacramento, CA
Atwima Wealth Management LLC
Series 63, Series 65
Roseville, CA
Covered Edge Asset Management, LLC
CFP®, Series 65
Newcastle, CA
Castellan Financial Advisors
Series 65
Gold River, CA
Alpha Retirement Wealth, LLC
Series 63, Series 66
Auburn, CA
Clarion Advisors Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")