RIA Intel›Advisers›Indiana›SECURESTATE FINANCIAL SERVICES, INC.

SECURESTATE FINANCIAL SERVICES, INC.

Advisory

PENDLETON, IN

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in IN
#201
of 270 advisers by AUM
Average account
$179K
across 596 accounts
AUM per adviser
$53M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$107M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$107M
Discretionary AUM$107M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients279
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, IN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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