SECURITY FINANCIAL ADVISORS,LLC

Overview

Security Financial Advisors, LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm operates under an individual ownership structure and runs a percentage-of-AUM billing model. Investment activity centers on pooled public funds for core exposure while supplementing portfolios with third-party real estate allocations for diversification. The firm does not emphasize ESG in its process and appears to concentrate on straightforward wealth management rather than institutional or pension consulting. Operationally, Security Financial Advisors, LLC positions itself as a hands-on manager for a limited client base, relying on externally managed vehicles rather than running proprietary strategies. The firm lists an industry affiliation with accounting professionals, suggesting integration of tax and accounting considerations into client service and financial planning.

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Investments & Alternatives

Location & Offices