Austin Bowlin
Austin Bowlin is a registered investment advisor at Secure Asset Management, L.L.C., based in San Francisco, CA, with 8 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,714 clients with $890M in assets under management.
Compensation
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Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
1 Market Street, 36 Floor, San Francisco, CA, 94105
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Regulatory History (2)
Customer Dispute
October 2025Criminal
May 2016Other 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.
Aurora SecuritiesBroker
Previous Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
State Registrations17 states
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.