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Loy Holt

Secure Investment Management, LLC
23 Years of Experience
Roseville, CA
1 DisclosureSells Insurance
View SEC Summary
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Loy Holt is a registered investment advisor at Secure Investment Management, LLC, based in Roseville, CA, with 23 years of industry experience. Loy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 942 clients with $43M in assets under management.

Secure Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
942 clients
Average Client Portfolio
$46K average
Assets Under Management
$42.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual advisory fees are negotiable and range from 0.5% to 1.5% of assets under management. Legacy clients who entered agreements on or before February 28, 2022, may be subject to fee rates ranging from 0.50% to 2.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

970 Reserve Drive, #100, Roseville, CA, 95678

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History

Regulatory History (1)
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.
Employment Separation After Allegations
September 2009
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Loy is the president of Divot Enterprises Financial and Insurance Services, Inc. (DBA The DC Group) since 2010, where he sells fixed insurance and life insurance products, dedicating about 10-20% of his time. Loy also owns a business where he sells fixed annuities, dedicating about a quarter of his time.

Employment History
Current Registrations
Secure Investment Management, LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
The Dc Group Advisory Services, INC
August 2014 - December 2024 · 10 yrs 4 mos
Centaurus Financial, INC.
April 2012 - March 2014 · 1 yr 11 mos
Lighthouse Capital Corporation
December 2009 - December 2011 · 2 yrs
Questar Asset Management, INC.
September 2008 - October 2009 · 1 yr 1 mo
Pension Planners Securities, INC.
September 2002 - September 2008 · 6 yrs
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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