Overview
Assets Under Management: $118 million
Headquarters: SPRING HILL, TN
High-Net-Worth Clients: 44
Average Client Assets: $2.2 million
Frequently Asked Questions
SMITH & CO ADVISORY 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 #333042), SMITH & CO ADVISORY LLC is subject to fiduciary duty under federal law.
SMITH & CO ADVISORY LLC is headquartered in SPRING HILL, TN.
SMITH & CO ADVISORY LLC serves 44 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, SMITH & CO ADVISORY LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SMITH & CO ADVISORY LLC manages $118 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, SMITH & CO ADVISORY LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.79%
Average Client Assets: $2.2 million
Total Client Accounts: 331
Discretionary Accounts: 327
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 333042
Filing ID: 2072898
Last Filing Date: 2026-03-18 09:34:20