# Financial Security Management

Financial Security Management is a RIA based in Lakewood, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lakewood, United States
- **Region:** North America
- **Address:** Minneapolis, MN, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** fsminc.com

## Regulatory record

- **CRD number:** 116570
- **SEC file number:** 801-81072
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116570

## About

FINANCIAL SECURITY MANAGEMENT, INC is an SEC-registered investment adviser in LAKEWOOD, CO, registered since 2015. The firm manages approximately $612 million in regulatory assets. It has 7 employees and 7 investment advisers.

## Sectors

- Private Equity
- Venture Capital
- Real Estate
- Hedge Funds
- Private Credit
- Healthcare Services
- Enterprise Software
- Energy Transition & Renewables

## People

- John G. Taft — Chief Executive Officer

## Questions

### Who runs investment decisions at Financial Security Management?

John G. Taft has served as CEO since leaving his role as head of RBC Wealth Management-U.S. Taft brought institutional asset-allocation discipline and public-company governance experience to a traditionally private family structure. Specific investment committee members are not publicly disclosed, reflecting the office's closed architecture.

## Related profiles

- [Financial Positioning System, Inc.](https://altss.com/profile/financial-positioning-system-inc)
- [Financial Vision Advisory Services](https://altss.com/profile/financial-vision-advisory-services-llc)

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Last updated: 2026-07-06T01:24:16.598Z

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