SECREST BLAKEY & ASSOCIATES, LLC
Legal name: SOUTHEAST FINANCIAL GROUP
CRD #151216 SEC #801-80573 RALEIGH, NC 919-544-0500
SEC Registered
Total AUM
$177.8M
Discretionary
$131.4M
Employees
3
Clients
26
Accounts
324
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 29, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SECREST, EDWARD, BLAIR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SECREST, EDWARD, BLAIR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SECREST, EDWARD, BLAIR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SECREST, EDWARD, BLAIR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SECREST, EDWARD, BLAIR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SECREST, EDWARD, BLAIR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SECREST, EDWARD, BLAIR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SECREST, EDWARD, BLAIR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | D | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | C | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | C | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | C | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | C | Control |
| CAVOK WEALTH CONSULTING, LLC | DE | MANAGING MEMBER | C | Control |
| INTEGRATED INVESTMENTS, INC. | DE | MANAGING MEMBER | C | Control |
| INTEGRATED INVESTMENTS, INC. | DE | MANAGING MEMBER | C | Control |
| INTEGRATED INVESTMENTS, INC. | DE | MANAGING MEMBER | C | Control |
| INTEGRATED INVESTMENTS, INC. | DE | MANAGING MEMBER | C | Control |
| INTEGRATED INVESTMENTS, INC. | DE | MANAGING MEMBER | C | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | C | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | C | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | C | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | C | Control |
| SOUTHEAST FINANCIAL GROUP, INC. | DE | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| BLAKEY, JAMES, THOMAS | I | CAVOK WEALTH CONSULTING, LLC | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| SECREST, EDWARD, BLAIR | I | SOUTHEAST FINANCIAL GROUP, INC. | E | Control |
| WYATT, JEREMIAH, HARDEN | I | INTEGRATED INVESTMENTS, INC. | E | Control |
| WYATT, JEREMIAH, HARDEN | I | INTEGRATED INVESTMENTS, INC. | E | Control |
| WYATT, JEREMIAH, HARDEN | I | INTEGRATED INVESTMENTS, INC. | E | Control |
| WYATT, JEREMIAH, HARDEN | I | INTEGRATED INVESTMENTS, INC. | E | Control |
| WYATT, JEREMIAH, HARDEN | I | INTEGRATED INVESTMENTS, INC. | E | Control |
Registrations
Federal
IA
Jul 29, 2024 REGISTERED
Notice Filings (18)
AZ CA CO DC FL IL LA MA MD NC NH NY OR PA SC TN TX VA
Address
7780 BRIER CREEK PARKWAYSUITE 325
RALEIGH, NC 27617
United States
Phone: 919-544-0500