Second 50 Financial LLC
● SEC registered since 2022CRD 318626SEC# 801-123346Manhattan Beach, CA
Reg. AUM
$341.6M
Employees
5
Accounts
498
Location
Manhattan Beach, CA
Second 50 Financial LLC assets under management
Second 50 Financial LLC operates as an SEC-registered investment adviser based in Manhattan Beach, CA. The firm has been registered since 2022. It reports $341.6 million in regulatory assets under management and employs 5 people.
Second 50 Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Hugh Swift Control | Founder/Principal/Chief Compliance Officer | 25-50% | 2021 |
| Kathleen Ann Adams Control | Founding Principal | 50-75% | 2021 |
Frequently asked questions
How much does Second 50 Financial LLC manage?
Second 50 Financial LLC reports $341.6 million in regulatory assets under management on its Form ADV.
How many employees does Second 50 Financial LLC have?
Second 50 Financial LLC reports 5 employees.
Where is Second 50 Financial LLC located?
Second 50 Financial LLC is based in Manhattan Beach, CA and has been SEC-registered since 2022.
Does Second 50 Financial LLC disclose fund performance?
Second 50 Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 N. Sepulveda Blvd, Suite 350, Manhattan Beach, CA 90266 |
| Phone | 424-260-1551 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$341.6M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$341.6Mregulatory AUM
Discretionary $341.6M