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SECURITY FIRST ADVISORS

PORTLAND, OR · CRD 117502 · IAPD ↗ · sfainc.us · 503-274-4224

$232.3MRegulatory AUM
4Advisory reps
7Employees
4Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — SECURITY FIRST ADVISORS (PORTLAND, OR) left the SEC roster (was $232.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2024 — SECURITY FIRST ADVISORS shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.