This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-30-1997
- Office Locations
- 151
Office Locations
About M Holdings Securities, Inc.
M Securities (M Holdings Securities, Inc.) is a full-service broker-dealer and registered investment adviser that supports M Member Firms serving clients with complex needs. Through an open-architecture platform plus operations and compliance support, member firms can deliver investment advisory, financial planning, qualified plans, ETFs and mutual funds, alternative investments, and insurance/annuity solutions while maintaining independence. Clearing relationships include Pershing and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 17, 2025 and March 31, 2026, reported AUM decreased 21.4%, from $4.1B to $3.2B.
Across 5 reported observations, AUM decreased 30.0% between April 30, 2022 and March 31, 2026, from $4.6B to $3.2B.
Of the latest reported AUM, 61.5% is discretionary and 38.5% is non-discretionary.
The firm reports 171 advisory representatives and 4,513 clients, or 26.4 clients per representative. That equates to $710.5K in reported AUM per client.
The profile lists 151 reported office locations and 28 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review M Holdings Securities, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full M Holdings Securities, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LAURA ELIZABETH HANEY-JACKSON
Director
- CRD
- #4771801
- Ownership
- Less than 5%
STEVEN CHARLES LUDWIG
Chief Compliance Officer
- CRD
- #2440911
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
MICHAEL MORRISON ACROMITE
--
- CRD
- #7132055
Olusola Adesegun
--
- CRD
- #6569563
Showing 2 of 660 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,971,698,764 | $322,278 |
| Non-Discretionary | $1,234,631,890 | $618,243 |
| Total | $3,206,330,654 | $395,112 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
M Holdings Securities, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
M Holdings Securities, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.