This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$400MItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$400M

Private client RAUM

$400MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$200Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

12

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

928

Individual clients

468

High net worth clients

116

SEC number

801-120719

CRD

169278

Filings on the tape

11

First filed

Mar 5, 2021

Latest filed

Aug 18, 2026

Organised

Limited Liability Company, TX

• Occurred

  Aug 13, 2026
  Advisor changed firm

  Thomas Edward Moore left Secure Financial Management for Titleist Asset Management, Llc (registered 2026-08-12)

  Form ADVobserved 6 days ago
• Occurred

  Mar 5, 2021
  First Form ADV filing

  Secure Financial Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:23721251-2d0f-3d5b-3df9-a3c6f1f71a81

First observed

Mar 5, 2021

Last observed

Aug 18, 2026 34 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.