Overview
Assets Under Management: $261 million
Headquarters: CHIEFLAND, FL
High-Net-Worth Clients: 34
Average Client Assets: $2 million
Frequently Asked Questions
SMITH ASSET MANAGEMENT CO., LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127684), SMITH ASSET MANAGEMENT CO., LLC is subject to fiduciary duty under federal law.
SMITH ASSET MANAGEMENT CO., LLC is headquartered in CHIEFLAND, FL.
SMITH ASSET MANAGEMENT CO., LLC serves 34 high-net-worth clients according to their SEC filing dated April 08, 2025. View client details ↓
According to their SEC Form ADV, SMITH ASSET MANAGEMENT CO., LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SMITH ASSET MANAGEMENT CO., LLC manages $261 million in client assets according to their SEC filing dated April 08, 2025.
According to their SEC Form ADV, SMITH ASSET MANAGEMENT CO., LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,180
Discretionary Accounts: 1,180
Regulatory Filings
CRD Number: 127684
Filing ID: 1977747
Last Filing Date: 2025-04-08 17:44:00
Website: https://smithlawfirm.org