SECURESTATE

SECURESTATE of PENDLETON, IN is an SEC-registered investment adviser (CRD 309230). Regulatory assets under management: $106.9M.

Registration

• CRD: 309230
• Type: Registered investment adviser
• Location: 100 S MAIN ST., PENDLETON, IN, 46064
• Phone: 765-778-7415
• Latest filing: 2026-03-12
• Regulatory AUM: $106.9M
• Discretionary AUM: $106.9M
• Clients: 3
• Accounts: 596

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309230 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search