Security Financial Advisors,llc

Security Financial Advisors, L.L.C. is an investment adviser firm based in Ann Arbor, Michigan, established in 1994 by Howell Ridley and William Marks. As of December 2019, Mr. Marks owns 100% of the firm. The firm specializes in offering continuous investment advice and discretionary management tailored to individual needs and circumstances. They manage client assets on a discretionary basis, with $14,415,014 in client assets managed as of December 31, 2024. For their investment management services, Security Financial Advisors charges an annual fee of 1.25% of the average fair market value of assets under management, billed quarterly in arrears. They do not charge performance-based fees. The firm primarily utilizes fundamental analysis to evaluate investments, supplemented by technical analysis. Investment strategies may include long-term purchases, short-term purchases, and option writing. The firm serves individuals, high net worth individuals, and trusts, typically requiring a minimum of $300,000 under management to open an account. Security Financial Advisors acts as a fiduciary, providing investment advice in the best interests of clients. Clients have the option to grant discretionary authority to the firm for investment decisions, with the ability to set limitations in writing. The firm uses Charles Schwab & Co. for brokerage and custodial services. William Marks, the owner and Chief Compliance Officer, has a background in accounting and is a Certified Public Accountant. He co-founded the firm in 1994 and has no disciplinary events to disclose.