Security Benefit Life Insurance Company
$13.7M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$3.2M
$13.7M
2022
2025
Same-firm comparison: 2 firms that reported Security Benefit Life Insurance Company in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022, 2023 are shown but partial — only FY2022: 1 cohort firms, FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Catalyst Wealth Management Llc | $11.3M | $105M | 10.8% | 02/04/2026 |
| Lig Capital Management, Llc | $2.4M | $250M | 1.0% | 03/30/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.