Data / Investment advisers / Michigan / Security First Financial
Security First Financial, Swartz Creek, MI: $300 million AUM, SEC registered investment adviser
Security First Financial is an SEC registered investment adviser with its main office in Swartz Creek, Michigan and reports $300 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 122408
- SEC file number
- 801-79680
- SEC status
- Approved, effective May 23, 2014
- Legal name
- Security First Financial Inc.
- Main office
- 6012 S. Linden Road Suite 10, Swartz Creek, MI 48473
- Phone
- (810) 655-2129
- Regulatory AUM
- $299,520,495 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $299,520,495
- Accounts
- 1,680
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 572 | $193 million |
| High net worth individuals | 67 | $106.4 million |
| Corporations or other businesses | 1 | $122,185 |
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 |
|---|---|---|
| March 2, 2026 | $299.5 million | February 6, 2026 |
| December 1, 2025 | $268.6 million | September 5, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Miller Capital | Troy | $311.6 million | Not listed | adviserinfo.sec.gov |
| TRP Capital Advisors VI, LLC | Birmingham | $310.8 million | 5 | adviserinfo.sec.gov |
| Marnell Management LLC | Farmington Hills | $306.1 million | 1 | adviserinfo.sec.gov |
| Thrive Retirement Specialists | Royal Oak | $303.9 million | Not listed | adviserinfo.sec.gov |
| Fai Advisors, Inc. | Farmington Hills | $302 million | Not listed | adviserinfo.sec.gov |
| Maner Wealth | Lansing | $299.5 million | Not listed | adviserinfo.sec.gov |
| Stonepath Wealth Management | Traverse City | $299.5 million | Not listed | adviserinfo.sec.gov |
| Calder Financial Group | Ada | $297 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Security First Financial on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.