Secura Financial, LLC
● SEC registered since 2018CRD 137324SEC# 801-113072Orange, CA
Reg. AUM
$319.9M
Employees
8
Accounts
1,242
Location
Orange, CA
Secura Financial, LLC assets under management
Secura Financial, LLC is an SEC-registered investment adviser based in Orange, CA. The firm has been registered since 2018. It reports $319.9 million in regulatory assets under management and employs 8 people.
Secura Financial, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Lee Hatcher | Member | 5-10% | 2019 |
| Harry Michael Barth Control | Member/Chief Compliance Officer | 25-50% | 1997 |
| Jason Douglas Stone Control | Managing Director/Member | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Secura Financial, LLC manage?
Secura Financial, LLC reports $319.9 million in regulatory assets under management on its Form ADV.
How many employees does Secura Financial, LLC have?
Secura Financial, LLC reports 8 employees.
Where is Secura Financial, LLC located?
Secura Financial, LLC is based in Orange, CA and has been SEC-registered since 2018.
Does Secura Financial, LLC disclose fund performance?
Secura Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 City Boulevard West,, Suite 2050, Orange, CA 92868-2944 |
| Phone | 714-704-6616 |
| Fax | 714-704-1513 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$319.9M▲ 22%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$319.9Mregulatory AUM
Discretionary $319.9M