Security Credit Services, LLC is an adviser based in Oxford. It manages $18.78 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Georgia and Mississippi.
Security Credit Services provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Security Credit Services: assets under management
The assets under management (AUM) of Security Credit Services, LLC is $18.78 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $18.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.09 million each.
Security Credit Services has custody of $18.78 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Security Credit Services, LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Security Credit Services, LLC
Kathryn Maree Dreifuerst has been acting as President since 1 Aug 2005. Brett Soldevila joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Oxford
The principal office where Security Credit Services, LLC performs its advisory services is located at 2653 West Oxford Loop, Oxford, MS 38655, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-699-7889 or by fax 662-234-6899. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at securitycreditservcesllc.com.
