Security Credit Services, LLC (Oxford)

Name: Security Credit Services, LLC
Address: 2653 West Oxford Loop, Oxford, MS, 38655
Telephone: 866-699-7889

Security Credit Services, LLC is an adviser based in Oxford. It manages $18.78 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Georgia and Mississippi.

Security Credit Services provides portfolio management for pooled investment vehicles. 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 Credit Services: assets under management

The assets under management (AUM) of Security Credit Services, LLC is $18.78 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.09 million each.

Security Credit Services has custody of $18.78 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Security Credit Services, LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. 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 Credit Services, LLC

Kathryn Maree Dreifuerst has been acting as President since 1 Aug 2005. Brett Soldevila joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Security Holdings	Member and elected manager	1 Aug 2003	75% - 100%	20-0401041
William Anthony Alias	President of security holdings, llc	1 Aug 2003	Other	5841186
Dewitt Marshall Lovelace	Chief financial officer	1 Aug 2003	Other	5840850
Robert Hudson Vincent	Vice president of sales and marketing	1 Nov 2003	Other	5831498
Kathryn Maree Dreifuerst	President	1 Aug 2005	Other	5841224
Kaye M Dreifuerst	Vice president of acquisitions and portfolio management	1 Aug 2005	Other	5841224
Nancy Chandler Rasberry	Chief operating officer	1 Mar 2010	Other	5841209
Joan Chandler Rasberry	Chief operating officer	1 Mar 2010	Other	5841209
Dewitt Marshall Lovelace	Chief compliance officer	1 Jan 2011	Other	5840850
John Douglas Blaylock	Chief compliance officer	1 Mar 2011	Other	5904018
Robert Lee Tucker	Chief financial officer	1 May 2011	Other	5920878
Richard Lee Devoe	Chief financial officer	1 Apr 2012	Other	3229112
Brett Soldevila	Chief compliance officer	1 Dec 2012	Other	6176085

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
William Anthony Alias	Member	1 Jun 2003	25% - 50%	5841174
John Hardin Lewis	Vice president	1 Jun 2003	25% - 50%	5841203

Based in Oxford

The principal office where Security Credit Services, LLC performs its advisory services is located at 2653 West Oxford Loop, Oxford, MS 38655, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-699-7889 or by fax 662-234-6899. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at securitycreditservcesllc.com.