Secure Financial Management

CRD 169278 · San Antonio, TX · $399.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 169278
SEC number: 801-120719
Firm type: RIA
Assets under management: $399.8M as of May 5, 2026
Website: www.youtube.com/@sfmplanning523 ↗
Phone: 210-428-6250
Address: 4630 De Zavala Rd, San Antonio, TX, 78249

Advisors at this firm

4 in our index · page 1 of 1

Jamin Colin KirkwoodCRD 5132589 · San Antonio, TX

IA Registered
Jacob Alan McdonaldCRD 7254265 · San Antonio, TX

IA Registered
Jarod Robert MercadoCRD 7335299 · San Antonio, TX

IA RegisteredRegistration inactive
Thomas Edward MooreCRD 7424146 · San Antonio, TX

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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