Secure Asset Management, L.L.C.
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 144046
· SEC file 801-113954
· Troy, MI
· www.nevillefinancial.com
☆ Save with Pro
ADV data as of Jun 24, 2026
- Regulatory AUM
- $871M
- Discretionary
- $789M
- Clients
- 2,877
- Avg AUM / client
- $303K
- Accounts
- 4,609
- Employees
- 54
AUM over time
$102M
$890M
Aug 8, 2018
Jun 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,644 | $364M | 41.8% |
| High net worth individuals | 233 | $507M | 58.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Superior National Bank 401(k) & Profit Sharing Plan Superior National Bank | 2024 | |
| Aod/Infotronics 401(k) Plan Attendance On Demand, Inc. | 2024 | |
| Victory Automotive Group 401(k) Plan Victory Automotive Group | 2024 | |
| Detroit Brewers And Distributors 401(k) Plan And Trust Agreement Joint Board Of Trustees | 2024 | |
| Matrix Human Services Tax Sheltered Annuity Plan Matrix Human Services | 2024 |
People (55)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Spencer, Bryan, Eliott | Managing Member | Apr 2007 (19y) | 75% or more | |
| Randall Eli Joseph | Chief Compliance Officer | Sep 2012 (14y) | Less than 5% | |
| Michael R. Cave | Registered representative | Feb 2010 (17y) | ||
| William Anthony Thomas | Registered representative | CFP | Mar 2011 (15y) | |
| Eric Clay Spencer | Registered representative | Sep 2015 (11y) | ||
| Craig T Conley | Registered representative | Apr 2017 (9y) | ||
| Jeremy Benjamin Goldstein | Registered representative | Chartered Financial Consultant | Nov 2018 (8y) | |
| Brian David Dudley | Registered representative | Feb 2021 (6y) | ||
| Austin A Bowlin | Registered representative | May 2021 (5y) | ||
| Taylor Wilson Armstrong | Registered representative | May 2021 (5y) | ||
| Roger William Bowlin | Registered representative | Jun 2021 (5y) | ||
| Clark D Harris | Registered representative | Sep 2021 (5y) | ||
| Kevin Vandenhaute | Registered representative | Sep 2021 (5y) | ||
| Mark John Mueller | Registered representative | Sep 2021 (5y) | ||
| Marc Arthur Neville | Registered representative | Oct 2021 (5y) | ||
| Bradley Allen Davis | Registered representative | Feb 2022 (4y) | ||
| Robert George Langhorst | Registered representative | Jun 2022 (4y) | ||
| Gavin Schmidtmann | Registered representative | Jul 2022 (4y) | ||
| Zachary Kocurek | Registered representative | Dec 2023 (3y) | ||
| Peter Canisius Ruh | Registered representative | Mar 2024 (2y) | ||
| Dean Harry Salminen | Registered representative | Apr 2024 (2y) | ||
| Pamela Sue Harrison | Registered representative | Apr 2024 (2y) | ||
| Shadi Maasri | Registered representative | May 2024 (2y) | ||
| Larry Sfinas | Registered representative | Chartered Financial Consultant | May 2024 (2y) | |
| Ryan Reynolds | Registered representative | May 2024 (2y) | ||
| Glen Howard Chester | Registered representative | CFP | Jun 2024 (2y) | |
| Nancy Lynne Daniel | Registered representative | Jul 2024 (2y) | ||
| David Robert Coughlin | Registered representative | CFP | Aug 2024 (2y) | |
| Josiah Gillson Sherk | Registered representative | Aug 2024 (2y) | ||
| Charlie Ray Kirven | Registered representative | Sep 2024 (2y) | ||
| Scott Michael Barth | Registered representative | Sep 2024 (2y) | ||
| Richard A Yemm | Registered representative | CFP | Sep 2024 (2y) | |
| Zachary Honess | Registered representative | Nov 2024 (2y) | ||
| Gregg William Huxley | Registered representative | Jan 2025 (2y) | ||
| Giovanni Antonio Malatesta | Registered representative | Feb 2025 (1y) | ||
| Jill Ann Lowther | Registered representative | Feb 2025 (1y) | ||
| Frederick Feliciano | Registered representative | Mar 2025 (1y) | ||
| Michael Lynn Fortner | Registered representative | CFP | Mar 2025 (1y) | |
| Bangjie Yang | Registered representative | Mar 2025 (1y) | ||
| Chad Michael Wotton | Registered representative | CFP | May 2025 (1y) | |
| Thaddeus William Schlaud | Registered representative | CFP | May 2025 (1y) | |
| Matthew Robert Westberry | Registered representative | Jul 2025 (1y) | ||
| Kevin Paul Damman | Registered representative | Oct 2025 (1y) | ||
| Brennan Vincent Krengel | Registered representative | Dec 2025 (1y) | ||
| Matthew Black | Registered representative | Jan 2026 (1y) | ||
| Jeffrey Redfield Bonynge | Registered representative | Feb 2026 (1y) | ||
| Barbara Ann Tourscher | Registered representative | Feb 2026 (0y) | ||
| Aaron Matthew Ward | Registered representative | Feb 2026 (0y) | ||
| Leland Todd Proshek | Registered representative | Mar 2026 (0y) | ||
| Michael Laurence Digaetano | Registered representative | Mar 2026 (0y) | ||
| Blake Edward Hall | Registered representative | Apr 2026 (0y) | ||
| Karen R Noonan | Registered representative | May 2026 (0y) | ||
| Benson N Onyegbula | Registered representative | May 2026 (0y) | ||
| Lawrence Clay Spencer | Registered representative | Jun 2026 (0y) | ||
| Jason Kent Spencer | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Superior National Bank 401(k) & Profit Sharing Plan | Superior National Bank | 158 | $27.9M | 01/01/2024 |
| Aod/Infotronics 401(k) Plan | Attendance On Demand, Inc. | 86 | $12.0M | 01/01/2024 |
| Victory Automotive Group 401(k) Plan | Victory Automotive Group | 2,334 | $111M | 01/01/2024 |
| Detroit Brewers And Distributors 401(k) Plan And Trust Agreement | Joint Board Of Trustees | 483 | $40.1M | 01/01/2024 |
| Matrix Human Services Tax Sheltered Annuity Plan | Matrix Human Services | 434 | $4.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 1.57 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • SOLICITOR FOR 3RD PARTY MONEY MANAGERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $505M (58% of AUM) Jun 2026
- Fidelity Brokerage Services $284M (33% of AUM) Jun 2026
- Axos Clearing $107M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗