SECURA FINANCIAL, LLC
Legal name: SECURA FINANCIAL
CRD #137324 SEC #801-113072 ORANGE, CA 714-704-6616
SEC Registered
Total AUM
$261.8M
Discretionary
$261.8M
Employees
9
Clients
26
Accounts
1,141
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $261.8M | $261.8M | $0 | 9 | 3 |
| Apr 2025 | $261.8M | $261.8M | $0 | 9 | 3 |
| Mar 2024 | $230.4M | $230.4M | $0 | 10 | 9 |
| Mar 2023 | $207M | $207M | $0 | 10 | 7 |
| Oct 2022 | $222.1M | $222.1M | $0 | 10 | 17 |
| Mar 2022 | $222.1M | $222.1M | $0 | 11 | 17 |
| Mar 2021 | $188M | $188M | $0 | 11 | 3 |
| Jun 2020 | $135.3M | $135.3M | $0 | 11 | 27 |
| May 2020 | $135.3M | $135.3M | $0 | 11 | 27 |
| Mar 2020 | $135.3M | $135.3M | $0 | 11 | 27 |
| Jan 2020 | $130.4M | $130.4M | $0 | 11 | 71 |
| Dec 2019 | $130.4M | $130.4M | $0 | 10 | 71 |
| Dec 2019 | $130.4M | $130.4M | $0 | 11 | 71 |
| Aug 2019 | $107.4M | $107.4M | $0 | 11 | 71 |
| Jul 2019 | $107.4M | $107.4M | $0 | 10 | 71 |
| Apr 2019 | $107.4M | $107.4M | $0 | 10 | 71 |
| May 2018 | $111.6M | $111.6M | $0 | 10 | 60 |
| Mar 2018 | $108.3M | $108.3M | $0 | 10 | 60 |
DateOct 2025
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees9
Clients3
DateApr 2025
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees9
Clients3
DateMar 2024
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees10
Clients9
DateMar 2023
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees10
Clients7
DateOct 2022
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees10
Clients17
DateMar 2022
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees11
Clients17
DateMar 2021
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees11
Clients3
DateJun 2020
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees11
Clients27
DateMay 2020
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees11
Clients27
DateMar 2020
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees11
Clients27
DateJan 2020
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees11
Clients71
DateDec 2019
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees10
Clients71
DateDec 2019
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees11
Clients71
DateAug 2019
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees11
Clients71
DateJul 2019
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees10
Clients71
DateApr 2019
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees10
Clients71
DateMay 2018
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees10
Clients60
DateMar 2018
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees10
Clients60