Austin A Bowlin

Secure Asset Management, L.L.C.

8 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Secure Asset Management, L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

51 advisors

Number of Clients

4,714 clients

Average Client Portfolio

$189K average

Assets Under Management

$890.0M

Fee Structure

Minimum Investment:None

Location

1 Market Street, 36 Floor, San Francisco, CA, 94105

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2025

Pending

Criminal

May 2016

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Austin is a Partner and Chief Strategist at Real Estate Transition Solutions, LLC, spending nearly full-time advising property owners. He is also a co-owner of rental properties and an Investment Advisor Representative at Secure Asset Management, LLC, and a member of Riverwalk Two, Three and Four LLCs.

Employment History

Current Registrations

Secure Asset Management, L.L.C.

May 2021 - Present · 4 yrs 9 mos

Aurora SecuritiesBroker

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

Concorde Asset Management, LLC

January 2021 - April 2021 · 3 mos

Concorde Investment Services, LLCBroker

November 2017 - April 2021 · 3 yrs 5 mos

State Registrations16 states

AZCACOCTGAHIIDMDMNNVNYORTXUTWAWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.