SEARCY FINANCIAL SERVICES, INC.
CRD #105807 SEC #801-16377 OVERLAND PARK, KS 913-814-3800
SEC Registered
Total AUM
$447.7M
Discretionary
$441.6M
Employees
8
Clients
10
Accounts
1,048
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $447.7M | $441.6M | $6M | 8 | 1 |
| Mar 2025 | $447.7M | $441.6M | $6M | 8 | 1 |
| Jul 2024 | $377.9M | $372.8M | $5.1M | 7 | 2 |
| Feb 2024 | $377.9M | $372.8M | $5.1M | 7 | 2 |
| Sep 2023 | $334.4M | $329.5M | $4.9M | 6 | 0 |
| Mar 2023 | $334.4M | $329.5M | $4.9M | 6 | 0 |
| Nov 2022 | $364.3M | $356.9M | $7.3M | 7 | 1 |
| Oct 2022 | $364.3M | $356.9M | $7.3M | 7 | 1 |
| Oct 2022 | $364.3M | $356.9M | $7.3M | 7 | 1 |
| Oct 2022 | $364.3M | $356.9M | $7.3M | 7 | 1 |
| Jun 2022 | $364.3M | $356.9M | $7.3M | 7 | 1 |
| Apr 2022 | $364.3M | $356.9M | $7.3M | 7 | 1 |
| Jan 2022 | $364.3M | $356.9M | $7.3M | 7 | 1 |
| Jan 2022 | $309.6M | $306M | $3.6M | 7 | 0 |
| Jan 2022 | $309.6M | $306M | $3.6M | 7 | 0 |
| Nov 2021 | $309.6M | $306M | $3.6M | 7 | 0 |
| Apr 2021 | $309.6M | $306M | $3.6M | 7 | 0 |
| Feb 2021 | $309.6M | $306M | $3.6M | 7 | 0 |
| May 2020 | $271.6M | $268.7M | $3M | 6 | 0 |
| May 2020 | $271.6M | $268.7M | $3M | 6 | 0 |
| Mar 2020 | $271.6M | $268.7M | $3M | 6 | 0 |
| Apr 2019 | $230.1M | $226.8M | $3.3M | 7 | 0 |
| Feb 2019 | $230.1M | $226.8M | $3.3M | 7 | 0 |
| Feb 2019 | $230.1M | $226.8M | $3.3M | 7 | 0 |
| Jun 2018 | $245.2M | $241.4M | $3.8M | 10 | 0 |
| Mar 2018 | $245.2M | $241.4M | $3.8M | 10 | 0 |
| Mar 2018 | $245.2M | $241.4M | $3.8M | 10 | 0 |
| Jan 2018 | $212.7M | $212.7M | $0 | 9 | 0 |
| Jul 2017 | $212.7M | $212.7M | $0 | 9 | 146 |
| Jul 2017 | $212.7M | $212.7M | $0 | 9 | 146 |
| Mar 2017 | $212.7M | $212.7M | $0 | 9 | 146 |
| Jan 2016 | $185.5M | $185.5M | $0 | 10 | 166 |
| Jan 2016 | $185.5M | $185.5M | $0 | 10 | 166 |
| Jan 2016 | $169.8M | $169.8M | $0 | 5 | 156 |
| Nov 2015 | $169.8M | $169.8M | $0 | 5 | 156 |
| Jan 2015 | $169.8M | $169.8M | $0 | 5 | 156 |
| Dec 2014 | $149.4M | $149.4M | $0 | 5 | 137 |
| Jan 2014 | $149.4M | $149.4M | $0 | 5 | 137 |
| Nov 2013 | $131.3M | $131.3M | $0 | 7 | 137 |
| May 2013 | $131.3M | $131.3M | $0 | 7 | 137 |
| Apr 2013 | $131.3M | $131.3M | $0 | 7 | 137 |
| Feb 2013 | $131.3M | $131.3M | $0 | 7 | 137 |
| Mar 2012 | $118.9M | $118.9M | $0 | 6 | 131 |
| Mar 2012 | $118.9M | $118.9M | $0 | 6 | 131 |
| Apr 2011 | $141.8M | $132.4M | $9.4M | 10 | -- |
| Mar 2011 | $141.8M | $132.4M | $9.4M | 10 | -- |
| Dec 2010 | $110.6M | $105.7M | $4.9M | 10 | -- |
| Feb 2009 | $95.2M | $95.2M | $0 | 10 | -- |
| Feb 2009 | $95.2M | $95.2M | $0 | 10 | -- |
| Jan 2007 | $101.7M | $99.9M | $1.7M | 10 | -- |
| Feb 2006 | $77.5M | $53M | $24.5M | 10 | -- |
| Feb 2005 | $73.2M | $0 | $73.2M | 10 | -- |
DateMay 2025
Total AUM$447.7M
Discretionary$441.6M
Non-Disc.$6M
Employees8
Clients1
DateMar 2025
Total AUM$447.7M
Discretionary$441.6M
Non-Disc.$6M
Employees8
Clients1
DateJul 2024
Total AUM$377.9M
Discretionary$372.8M
Non-Disc.$5.1M
Employees7
Clients2
DateFeb 2024
Total AUM$377.9M
Discretionary$372.8M
Non-Disc.$5.1M
Employees7
Clients2
DateSep 2023
Total AUM$334.4M
Discretionary$329.5M
Non-Disc.$4.9M
Employees6
Clients0
DateMar 2023
Total AUM$334.4M
Discretionary$329.5M
Non-Disc.$4.9M
Employees6
Clients0
DateNov 2022
Total AUM$364.3M
Discretionary$356.9M
Non-Disc.$7.3M
Employees7
Clients1
DateOct 2022
Total AUM$364.3M
Discretionary$356.9M
Non-Disc.$7.3M
Employees7
Clients1
DateOct 2022
Total AUM$364.3M
Discretionary$356.9M
Non-Disc.$7.3M
Employees7
Clients1
DateOct 2022
Total AUM$364.3M
Discretionary$356.9M
Non-Disc.$7.3M
Employees7
Clients1
DateJun 2022
Total AUM$364.3M
Discretionary$356.9M
Non-Disc.$7.3M
Employees7
Clients1
DateApr 2022
Total AUM$364.3M
Discretionary$356.9M
Non-Disc.$7.3M
Employees7
Clients1
DateJan 2022
Total AUM$364.3M
Discretionary$356.9M
Non-Disc.$7.3M
Employees7
Clients1
DateJan 2022
Total AUM$309.6M
Discretionary$306M
Non-Disc.$3.6M
Employees7
Clients0
DateJan 2022
Total AUM$309.6M
Discretionary$306M
Non-Disc.$3.6M
Employees7
Clients0
DateNov 2021
Total AUM$309.6M
Discretionary$306M
Non-Disc.$3.6M
Employees7
Clients0
DateApr 2021
Total AUM$309.6M
Discretionary$306M
Non-Disc.$3.6M
Employees7
Clients0
DateFeb 2021
Total AUM$309.6M
Discretionary$306M
Non-Disc.$3.6M
Employees7
Clients0
DateMay 2020
Total AUM$271.6M
Discretionary$268.7M
Non-Disc.$3M
Employees6
Clients0
DateMay 2020
Total AUM$271.6M
Discretionary$268.7M
Non-Disc.$3M
Employees6
Clients0
DateMar 2020
Total AUM$271.6M
Discretionary$268.7M
Non-Disc.$3M
Employees6
Clients0
DateApr 2019
Total AUM$230.1M
Discretionary$226.8M
Non-Disc.$3.3M
Employees7
Clients0
DateFeb 2019
Total AUM$230.1M
Discretionary$226.8M
Non-Disc.$3.3M
Employees7
Clients0
DateFeb 2019
Total AUM$230.1M
Discretionary$226.8M
Non-Disc.$3.3M
Employees7
Clients0
DateJun 2018
Total AUM$245.2M
Discretionary$241.4M
Non-Disc.$3.8M
Employees10
Clients0
DateMar 2018
Total AUM$245.2M
Discretionary$241.4M
Non-Disc.$3.8M
Employees10
Clients0
DateMar 2018
Total AUM$245.2M
Discretionary$241.4M
Non-Disc.$3.8M
Employees10
Clients0
DateJan 2018
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees9
Clients0
DateJul 2017
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees9
Clients146
DateJul 2017
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees9
Clients146
DateMar 2017
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees9
Clients146
DateJan 2016
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees10
Clients166
DateJan 2016
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees10
Clients166
DateJan 2016
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees5
Clients156
DateNov 2015
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees5
Clients156
DateJan 2015
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees5
Clients156
DateDec 2014
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees5
Clients137
DateJan 2014
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees5
Clients137
DateNov 2013
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees7
Clients137
DateMay 2013
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees7
Clients137
DateApr 2013
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees7
Clients137
DateFeb 2013
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees7
Clients137
DateMar 2012
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees6
Clients131
DateMar 2012
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees6
Clients131
DateApr 2011
Total AUM$141.8M
Discretionary$132.4M
Non-Disc.$9.4M
Employees10
Clients--
DateMar 2011
Total AUM$141.8M
Discretionary$132.4M
Non-Disc.$9.4M
Employees10
Clients--
DateDec 2010
Total AUM$110.6M
Discretionary$105.7M
Non-Disc.$4.9M
Employees10
Clients--
DateFeb 2009
Total AUM$95.2M
Discretionary$95.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$95.2M
Discretionary$95.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$101.7M
Discretionary$99.9M
Non-Disc.$1.7M
Employees10
Clients--
DateFeb 2006
Total AUM$77.5M
Discretionary$53M
Non-Disc.$24.5M
Employees10
Clients--
DateFeb 2005
Total AUM$73.2M
Discretionary$0
Non-Disc.$73.2M
Employees10
Clients--