S
Security Financial Advisors,LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,706,028
Total clients
24
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$779,418
About
Security Financial Advisors, LLC provides discretionary investment management and financial advice to individuals (including high-net-worth clients) and trusts, managing approximately $18.7 million across a small number of client relationships. The firm generally charges percentage-of-assets fees and uses an initial personal data questionnaire to develop individualized investment objectives and account guidelines.
The firm primarily employs fundamental analysis supplemented by technical analysis, and implements long-term and short-term equity strategies as well as limited covered-option writing where appropriate. Portfolio construction uses diversified holdings including mutual funds and ETFs, and the adviser typically exercises discretionary trading authority while allowing clients to impose written restrictions.
A distinctive aspect of the firm is its affiliation with an accounting practice: the adviser’s principal is a certified public accountant who owns an accounting firm from which the advisory firm leases office space and equipment and for which it may pay or reimburse certain administrative and overhead expenses. The brochure notes that the accounting firm may recommend the adviser to accounting clients (with no referral fees paid) and that clients remain free to engage independent accounting services.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.25% annually
Account minimum: $300,000
Main office location
Security Financial Advisors,LLC
450 S. Maple Road, Suite 850
Ann Arbor MI 48103, United States
Number of offices
1
Most active in
Security Financial Advisors,LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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