Overview
Assets Under Management: $238 million
Headquarters: TALLAHASSEE, FL
High-Net-Worth Clients: 61
Average Client Assets: $2.0 million
Frequently Asked Questions
SMITH BRUER 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 #284508), SMITH BRUER is subject to fiduciary duty under federal law.
SMITH BRUER is headquartered in TALLAHASSEE, FL.
SMITH BRUER serves 61 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, SMITH BRUER offers portfolio management for individuals and pension consulting services. View all service details ↓
SMITH BRUER manages $238 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, SMITH BRUER serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.09%
Average Client Assets: $2.0 million
Total Client Accounts: 458
Discretionary Accounts: 438
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 284508
Filing ID: 2062950
Last Filing Date: 2026-03-04 07:46:52