Security First Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$299,520,495
Total clients
639
10% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
320
Average account size
$468,733
About
Security First Financial provides personalized investment management to individuals, families, businesses and nonprofit organizations, handling the establishment, management and servicing of client investment accounts. As of January 2026 the firm manages approximately $299 million in assets for about 640 family units and operates as a fee-only adviser that does not accept commissions.
The firm manages accounts on a discretionary basis and typically invests primarily in no‑load mutual funds, exchange‑traded funds and certificates of deposit, taking into account the economy, markets, interest rates and clients’ cash‑flow needs. Its stated methods of analysis include charting, fundamental, technical and cyclical analysis; clients are encouraged to schedule periodic portfolio reviews, and the firm may manage employer‑sponsored retirement plans while maintaining custodial relationships subject to surprise examinations under the Custody Rule.
Compared with peers in this support category, Security First Financial has an uncommon client density: two advisors serve roughly 640 family accounts, resulting in a high client count per advisor that is rare among similar firms. The brochure also discloses features that may affect client experience—no account minimums, acceptance of limited powers of attorney for trading, and a policy of not voting proxies—so clients should understand how day‑to‑day and shareholder‑level matters are handled.
Client services
Expertise
Fee options
$0 - $1,500,000: 0.6% annually $1,500,000+: 0%
Fee-only: 0.6% annually on assets up to $1.5 million; no fee on assets above $1.5 million. Fees may be waived or reduced for family or friends.
Main office location
Security First Financial
6012 S. Linden Road, Suite 10
Swartz Creek MI 48473, United States
Number of offices
1
Most active in
Florida · Georgia · Indiana · Michigan · Ohio · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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