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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · SEI · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2007
- Office Locations
- 28
Office Locations
About Secure Asset Management, L.l.c.
Secure Asset Management, LLC (founded 2007) is an independent, privately owned SEC-registered RIA providing discretionary portfolio management and fee-based financial planning for individuals, families, and business owners, including retirement, trust/estate and pension/benefit plan consulting. Portfolios commonly use ETFs and mutual funds. Differentiator: its Secure Case Design planning process with affiliated tax, insurance, and mortgage capabilities.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRYAN ELIOTT SPENCER
Managing Member, Owner
- CRD
- --
- Ownership
- 75% or more
RANDALL ELI JOSEPH
Chief Compliance Officer
- CRD
- #6119477
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Taylor Wilson Armstrong
--
- CRD
- #6984140
SCOTT MICHAEL BARTH
--
- CRD
- #2750393
Showing 2 of 55 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $788,736,000 | $190,332 |
| Non-Discretionary | $81,879,187 | $176,084 |
| Total | $870,615,187 | $188,895 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | 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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