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Michael R. Cave

Investment adviser representative at Secure Asset Management, L.L.C.
26 yearsExperience
1 stateRegistered in
$870.6MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

26 years in the industry.

  1. Secure Asset Management, L.L.C.Feb 2010 to now
  2. Secure Investors GroupOct 2000 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 1 state (MI).

Secure Asset Management, L.L.C.

$870.6MAssets managed
2,877Clients
55Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4183740
Firm CRD
144046
Advisor's SEC record (opens in a new tab)
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