Tech stack
No one at Secura Financial has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
LPL Financial
Per Form ADV · $155M held · filed Mar 2024
Schwab
Per Form ADV · $71M held · filed Mar 2024