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Secured Retirement Advisors, LLC
Secured Retirement Advisors, LLC is a registered investment adviser based in St Louis Park, Minnesota. Founded in 2011, the firm specializes in retirement planning and investment management services for individuals and high-net-worth clients. With an employee count of 9, they offer personalized financial and retirement strategies tailored to client needs and do not serve institutions or pooled investment vehicles. The firm operates under SEC registration and upholds fiduciary standards for its clients.
Investment Strategy
Secured Retirement Advisors, LLC primarily serves individual investors and high-net-worth individuals with a focus on facilitating secure retirements. Their investment approach emphasizes personalized retirement and financial planning, implementing diversified portfolios that often include equities, such as leading technology companies, and other asset classes suited to client needs and risk tolerances. The firm adheres to a fiduciary standard and provides advisory services designed to help clients navigate the complexities of retirement, manage income needs, and address long-term investment goals.
Latest 13F Filing Activity
Secured Retirement Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 117 equity positions with a total 13F market value of $179M. The fund increased holdings in Exxon Mobil Corp., Universal HLTH SVCS Inc., Apple Inc. among other positions. Secured Retirement Advisors, LLC reduced exposure to Netflix Inc., Unitedhealth Group Inc., J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S STRV | EA SERIES TRUST | 5.22% | $9.4M | 216,446 | $33.18 | $43.20 | -$92.0K |
N NVDA | NVIDIA CORPORATION | 4.09% | $7.3M | 39,230 | $96.95 | $186.58 | +$1.2M |
M MSFT | MICROSOFT CORP | 4.08% | $7.3M | 14,111 | $381.08 | $517.95 | +$281.4K |
A AAPL | APPLE INC | 3.52% | $6.3M | 24,746 | $212.91 | $254.63 | +$1.3M |
B BOND | PIMCO ETF TR | 3.00% | $5.4M | 57,464 | $92.44 | $93.35 | -$165.2K |
Industry Allocation
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