Asset ManagerRIA · CRD 154349SEC-Registered

Updated:

Ministry Partners Securities

Ministry Partners Securities, LLC is an SEC-registered investment adviser in Brea, CA. The firm manages approximately $25 million in regulatory assets.

Ministry Partners Securities

Ministry Partners Securities, LLC is an SEC-registered investment adviser in Brea, CA. The firm manages approximately $25 million in regulatory assets. It has 7 employees and 7 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

What type of securities does Ministry Partners Securities underwrite?

The firm focuses on church bonds — private-placement, long-term fixed-rate debt issued by houses of worship. These bonds are typically first mortgage bonds secured by church real estate and are placed directly with investors motivated by faith-based alignment.

Who are the typical investors in church bond offerings?

Investors are predominantly individuals and institutions with religious affinity. This includes retail investors within faith communities, denominationally affiliated credit unions, church endowment funds, and faith-based financial advisors who seek fixed-income exposure consistent with their values.

How does church bond underwriting differ from traditional municipal underwriting?

Church bonds rely on congregational giving and donation-pledge revenue models rather than tax-base analysis. Underwriting requires evaluation of ecclesiastical governance, pastoral leadership stability, and pledge collection rates — metrics that differ fundamentally from municipal general obligation credit analysis.

Is Ministry Partners Securities registered as a broker-dealer?

Yes, as indicated by the naming convention 'Securities, LLC' and the firm's role as an underwriter and placement agent for church bond offerings. The firm operates within the FINRA-registered broker-dealer framework for private-placement securities offerings.

Does the firm invest proprietary capital, or is it solely a placement agent?

Based on its positioning as a broker-dealer and underwriter, Ministry Partners Securities acts primarily as an intermediary structuring and placing church bond offerings for issuing clients. There is no public evidence of a proprietary investment fund or balance-sheet investment arm.

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