Financial Security Services Group, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 167464
· Highland Village, TX
· WWW.MYSOCSECBENEFIT.COM
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ADV data as of May 01, 2026
- Regulatory AUM
- $83.4M
- Discretionary
- $83.4M
- Clients
- 323
- Avg AUM / client
- $258K
- Accounts
- 665
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 282 | $43.3M | 51.9% |
| High net worth individuals | 41 | $40.1M | 48.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wesley Wayne Warren | Registered representative | Chartered Financial Consultant | May 2013 (13y) | |
| Saragail Angela Calloway | Registered representative | Nov 2019 (7y) | ||
| Jerome Van Leftwich | Registered representative | CFP | Feb 2023 (4y) | |
| Billy Wayne Clements | Registered representative | May 2024 (2y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.07 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • CO-ADVISOR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Market timing services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $82.6M (99% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗