CRD: 105807
Searcy Financial Services, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-24-1981
- Office Locations
- 4
Office Locations
About Searcy Financial Services, Inc.
Searcy Financial Services is a fee-only RIA providing long-term financial planning and in-house, research-driven investment management for successful individuals and families, plus support for employer-sponsored retirement plans and participants. The firm puts its fiduciary commitment in writing, emphasizes high-touch access to a team, and commonly custody assets at Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARCUS CLINTON SHAFFER
Chief Financial Officer, PRINCIPAL, Secretary, TREASURER
- CRD
- #4777059
- Ownership
- 50% but less than 75%
RYAN WAYNE BROOKE
Chief Investment Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #6422010
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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BRENDA MARIE CARRICO
Senior Financial Planning Associate
- CRD
- #5415922
Tanner J Manning
Financial Planning Associate
- CRD
- #7933712
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $513,972,511 | $274,265 |
| Non-Discretionary | $0 | -- |
| Total | $513,972,511 | $274,265 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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