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Bryan Spencer

Managing Member at Secure Asset Management

Firm officerUpdated

Bryan Spencer has been Managing Member of Secure Asset Management, L.L.C., a Troy, MI investment adviser managing $871M, since April 2007.

19
Years in role
$871M
Firm AUM
2,877
Firm clients
54
Firm advisers

From Form ADV filed 20 August 2026Form ADV

Career

Bryan Spencer is a control person of Secure Asset Management and directly owns 75% or more of it.

Secure Asset Management is an investment adviser based in Troy, MI, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $871 million, as filed on 20 August 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
3014420
Firm
Secure Asset Management · CRD 144046
Role
Managing Member
In role since
April 2007 · 19 years
Control person
Yes
Direct ownership
75% or more
Firm headquarters
Troy, MI
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Bryan Spencer work?

Bryan Spencer has been Managing Member of Secure Asset Management, L.L.C. since April 2007, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 August 2026

How can I verify Bryan Spencer’s record?

Bryan Spencer’s role is listed on Secure Asset Management, L.L.C.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 144046.

Source: Form ADV, Schedule A, filed 20 August 2026

Leadership at Secure Asset Management

Sources

  1. IAPD individual lookup, CRD 3014420, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Secure Asset Management, L.L.C., filed 20 August 2026. Title, control and ownership bands.