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

SECURITY FINANCIAL SERVICES, INC.

Advisory

N·FORT WAYNE, IN

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+6.6%
3-Year CAGR
+14.2%
Employees
6
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$26M
Discretionary %98.1%
Total Clients992
Team
Total Employees6
Investment Advisers16
Employee Growth (1Y)—
Filing History
Total Filings on Record26
First FilingNov 21, 2008
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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