SourcingSourcing

SECURE ASSET MANAGEMENT, L.L.C.

C30
CRD 144046·SEC 801-113954·TROY, MI
AUM
$870.6M
$500M-$1B
Est. Revenue
$8.7M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SECURE ASSET MANAGEMENT, L.L.C.
CRD
144046
SEC file #
801-113954
EIN
—
DBA names
—

Economics

AUM
$870.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$193.8M → $870.6M▲ +349%
Client mix
Individuals Other2,644
Individuals High Net Worth233

Operations

Employees (total)
55
Advisory staff (per ADV)
55
Advisory staff (5-yr trend)
'20'26
16 advisors → 55 advisors▲ +244%
Primary office
TROY MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
nevillefinancial.com

Compliance

Disclosures (firm)
5
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SPENCER, BRYAN, ELIOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SPENCER, BRYAN, ELIOTT
JOSEPH, RANDALL, ELI
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NEVILLEFINANCIAL.COM
Rdap Domain Creation Date
2001-03-23T21:42:16Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Compensation
446,196
Form 5500 Compensation Trajectory 3y
2025446,196
Form 5500 Plan Count Trajectory 3y
20257
Schedule C Total Compensation
446,196
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
30
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-23T20:42:16Z
Rdap Domain Last Changed
2025-03-24T16:16:24Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3014420
Trust Company Affiliate
No

People (51)

51
SPENCER, BRYAN, ELIOTT
Direct Owner · 87.5%
3014420
JOSEPH, RANDALL, ELI
IAR · Executive Officer · 2.5%
6119477
CRAIG T CONLEY
IAR
5236746
KEVIN VANDENHAUTE
IAR
2872784
MARK JOHN MUELLER
IAR
2067097
BRIAN DAVID DUDLEY
IAR
4014477
Bangjie Yang
IAR
7942723
Evan Robert Akers
IAR
7569020
BRADLEY ALLEN DAVIS
IAR
4763844
MICHAEL R. CAVE
IAR
4183740
CLARK D HARRIS
IAR
2730928
Aaron Matthew Ward
IAR
8225927
WILLIAM ANTHONY THOMAS
IAR
5091838
Thaddeus William Schlaud
IAR
6124708
SCOTT MICHAEL BARTH
IAR
2750393
JASON KENT SPENCER
IAR
2949290
MICHAEL LYNN FORTNER
IAR
4187792
LAWRENCE CLAY SPENCER
IAR
2150332
ERIC CLAY SPENCER
IAR
2605945
ROGER WILLIAM BOWLIN
IAR
1905652
ERIC PAUL HORNYAK
IAR
3021265
Chad Michael Wotton
IAR
6001641
DAVID ROBERT COUGHLIN
IAR
2193800
Frederick Feliciano
IAR
2449455
LELAND TODD PROSHEK
IAR
4016188
CHARLIE RAY KIRVEN
IAR
1343519
AUSTIN A BOWLIN
IAR
5674142
GREGG WILLIAM HUXLEY
IAR
3060431
Zachary Kocurek
IAR
7559014
MARC ARTHUR NEVILLE
IAR
1479881
JEREMY BENJAMIN GOLDSTEIN
IAR
2268498
BARBARA ANN TOURSCHER
IAR
1478481
Taylor Wilson Armstrong
IAR
6984140
Dean Harry Salminen
IAR
2698606
MICHAEL LAURENCE DIGAETANO
IAR
2378300
JILL ANN LOWTHER
IAR
5571876
GLEN HOWARD CHESTER
IAR
2597344
BRENNAN VINCENT KRENGEL
IAR
4636381
ROBERT GEORGE LANGHORST
IAR
1832998
Shadi Maasri
IAR
6915746
NANCY LYNNE DANIEL
IAR
2398849
Larry Sfinas
IAR
419396
Richard A Yemm
IAR
2224927
MATTHEW ROBERT WESTBERRY
IAR
4908745
Kevin Paul Damman
IAR
4831587
KAREN R NOONAN
IAR
5972464
PAMELA Sue HARRISON
IAR
4776887
Josiah Gillson Sherk
IAR
7261018
Peter Canisius Ruh
IAR
4494221
Gavin Schmidtmann
IAR
7555980
Jeffrey Redfield Bonynge
IAR
7024213