Security Federal Savings Bank Of Mcminnville Tn (Mcminnville)

Security Federal Savings Bank Of Mcminnville Tn is a large advisory firm based in Mcminnville. It manages $110.88 million of regulatory assets for 439 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.

Security Federal Savings Bank Of Mcminnville Tn provides portfolio management for individuals and small businesses. 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 Federal Savings Bank Of Mcminnville Tn: assets under management

The assets under management (AUM) of Security Federal Savings Bank Of Mcminnville Tn is $110.88 million. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $109.58 million in discretionary accounts and $1.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $281.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $26.09 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Security Federal Savings Bank Of Mcminnville Tn for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Security Federal Savings Bank Of Mcminnville Tn

Earl H. Barr has been acting as President since 1 May 1992. Edward Wayne Martin joined the executive team most recently as the Chief Operations Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Johnnie Hughes	Vice president	1 Mar 1973	Other	4375842
Joe H. Pugh	President, ceo & director	1 Jul 1978	Other	4375805
John T. Mason	Director	1 Jan 1986	Other	4375850
R. Neil Schultz	Secretary and director	1 Feb 1992	Other	4375848
Earl H. Barr	Director	1 May 1992	Other	4375835
Robert W. Newman	Director	1 May 1992	Other	4375849
Nita Baggett	Senior vice president	1 Sep 1992	Other	4375840
Franklin J. Noblin	Director	1 Feb 1993	Other	4375854
John W. Duncan	Vice president & ceo	1 Apr 1993	Other	4375839
Donald R. Collette	Director	1 Apr 1994	Other	4375853
Ray Talbert	Executive vice president	1 Feb 1996	Other	4375837
Kenneth Martin	Senior vice president	1 Jul 1998	Other	4375841
Shannon L. Haston	Vice president	1 Jul 1998	Other	4375843
Kenneth W. Smith	Senior vice president	1 Jul 1998	Other	4375845
Eric Allen Golden	Chief financial officer	1 Sep 2002	Other	4060122
Larry E. Brown	Executive vice president	1 Nov 2002	Other	4622683
Danny Martin	Senior vice president	1 Apr 2003	Other	4778847
Sherry Clendenon	Chief compliance officer	1 Oct 2003	Other	5032315
Edward Wayne Martin	Chief operations officer	1 Jan 2004	Other	5032343

Based in Mcminnville

The principal office where Security Federal Savings Bank Of Mcminnville Tn performs its advisory services is located at 306 West Main Street, Mcminnville, TN 37110 The mailing address of the firm is P.O. Box 7027, Mcminnville, TN 37111. It doesn’t run an office outside of the United States.