Matthew Black
Financial advisor at Secure Asset Management, LLC
Last updated 2026-10-10
Claim your profileMatthew Black is a financial advisor at Secure Asset Management, LLC, CRD 6576128. Licenses and exams on the registration: Series 66. IAPD registration began 2016-03-15.
Registration
- CRD number
- 6576128
- Registration status
- Active
- IAPD registration
- 2016-03-15
- Industry Experience
- 10 years
- Work Experience
- 10 years
- States registered
- GA
Licenses and exams
- Series 66
Work history
- 2016-05 to 2017-01 · First Command Financial Planning, Inc. · Fort Worth, TX
- 2016-05 to 2017-01 · First Command Insurance Services, Inc. · Fort Worth, TX
- 2016-05 to 2017-01 · First Command Advisory Services, Inc. · Fort Worth, TX
- 2017-02 to 2023-08 · Alphastar Capital Management, LLC · Cornelius, NC
- 2017-01 to 2018-09 · Bailey Retirement Group · Augusta, GA
- 2023-12 to Present · Prosperity Retirement Group, LLC · Evans, GA
- 2023-11 to 2025-12 · Hornor, Townsend & Kent, LLC · Horsham, PA
- 2026-01 to Present · Secure Asset Management, LLC · Evans, GA
- 2026-01 to Present · Secure Investors Group · Troy, MI
Current employment
- Secure Asset Management, LLC · Troy, MI
Secure Asset Management, LLC
- Regulatory AUM
- $870,615,187
- Registered advisors
- 55
- Offices
- 39
- Clients per advisor
- 52.3 (Low)
- Average AUM per client
- $302.6K (Low)
- High-net-worth client ratio
- 8.1% (Low)
Secure Asset Management, LLC: advisors, services and reported ETF investments
About
Matthew Black is a financial advisor at Secure Asset Management, LLC. Reported securities licenses include Series 66. The latest record indicates 10 years of industry experience and 10 years of reported work history. Reported roles include Secure Investors Group, Prosperity Retirement Group, LLC, Hornor, Townsend & Kent, LLC, Alphastar Capital Management, LLC, among others.
SEC disclosures list additional business and community activities: Name Of Activity Insurance Brokerage | Investment Related: Yes | Dba Name: Prosperity Retirement Group.
Secure Asset Management, LLC's firm-level Form ADV reports 55 advisors across 39 offices; approximately 52.3 clients per advisor, average assets per client of $302,612, and regulatory AUM of $870.6M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $329.3M across 115 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Matthew Black personally.
Reported ETF positions
Secure Asset Management reports 115 ETF positions worth $329.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VGIT — Vanguard Intermediate-Term Treasury ETF | $39.2M |
| QQQM — Invesco NASDAQ 100 ETF | $21.1M |
| VOO — Vanguard S&P 500 ETF | $20.6M |
| IVV — iShares Core S&P 500 ETF | $18.4M |
| SRLN — State Street Blackstone Senior Loan ETF | $15.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Secure Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $680.8K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $680.8K | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | IUSB — iShares Core Universal USD Bond ETF | $3.6M | Top 98.8% | Residual alpha +0.36% · Residual Sharpe 0.06 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $3.5M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Secure Asset Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Accountant or Accounting Firm
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 248-414-1562
- Website: 1031csg.com
Official record
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