Data / Investment advisers / Michigan / Secure Asset Management, L.L.C.
Secure Asset Management, L.L.C., Troy, MI: $871 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Secure Asset Management, L.L.C. is an SEC registered investment adviser with its main office in Troy, Michigan and reports $871 million in regulatory assets under management in its Form ADV filed August 20, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Secure Asset Management, L.L.C. (CRD number 144046): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 144046
- SEC file number
- 801-113954
- SEC status
- Approved, effective September 7, 2018
- Main office
- 2565 West Maple Rd, Troy, MI 48084
- Phone
- (248) 414-1562
- Website
- sassetmgmt.com
- Regulatory AUM
- $870,615,187 in the Form ADV filed August 20, 2026
- Discretionary AUM
- $788,736,000
- Non discretionary AUM
- $81,879,187
- Accounts
- 4,609
- Employees
- 54, of which 54 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 31
- Form ADV Item 11 disclosures
- Reported: criminal actions
- Latest Form ADV filing
- August 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 233 | $506.8 million |
| Individuals (other than high net worth individuals) | 2,644 | $363.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $870.6 million | March 18, 2026 |
| December 1, 2025 | $890 million | October 31, 2025 |
Other advisers in Troy
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jay a. Fishman, LTD | Troy | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Straightline | Troy | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Isto Advisors, LLC | Troy | $1.06 billion | Not listed | adviserinfo.sec.gov |
| William Mack & Associates Inc | Troy | $1.03 billion | Not listed | adviserinfo.sec.gov |
| Carrera Capital Advisors | Troy | $968.7 million | Not listed | adviserinfo.sec.gov |
| Baron Wealth Management, LLC | Troy | $846.8 million | Not listed | adviserinfo.sec.gov |
| Arbor Wealth Advisors LLC | Troy | $657.7 million | Not listed | adviserinfo.sec.gov |
| Fsa Advisors, Inc. | Troy | $573.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Troy, MI
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Secure Asset Management, L.L.C. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.