RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Brent Lee Honea
- Title
- Financial Advisorreportedsecurawm.comfirm site, Sep 15, 2026
- Designations
- MBAreportedsecurawm.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedsecurawm.com“Brent Honea has more than 20 years of experience in the financial services industry.”
- Business email
- brent@securawm.comreportedsecurawm.comfirm site, Sep 15, 2026
- Direct business phone
- 714-704-6616reportedsecurawm.comfirm site, Sep 15, 2026
- Professional profile
- securawm.com/team/brent-honeareportedsecurawm.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/brent-honea-j-d-m-b-a-3279bbbreportedsecurawm.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Secura Financial independent RIA currentsince Jan 1, 2026 · Orange, Ca
- J. W. Cole Advisors, Inc. BD affiliatedJan 22, 2014 to Dec 31, 2014 · Orange, Ca
- Lucia Capital Group formerJun 12, 2012 to Dec 18, 2012 · San Diego, Ca
- Bernzott Capital Advisors independent RIANov 2, 2011 to Dec 16, 2011 · Camarillo, Ca
- Strategic Advisers LLC national BDFeb 21, 2007 to Feb 18, 2009 · Brea, Ca
- J. W. Cole Advisors, Inc. to Secura Financialleft Dec 31, 2014, registered Jan 1, 2026 (4019 days) · Other
- Lucia Capital Group to J. W. Cole Advisors, Inc.left Dec 18, 2012, registered Jan 22, 2014 (400 days) · Other
- Bernzott Capital Advisors to Lucia Capital Groupleft Dec 16, 2011, registered Jun 12, 2012 (179 days) · Other
- Strategic Advisers LLC to Bernzott Capital Advisorsleft Feb 18, 2009, registered Nov 2, 2011 (987 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address