Overview
Assets Under Management: $735 million
Headquarters: HUNTSVILLE, AL
High-Net-Worth Clients: 81
Average Client Assets: $3 million
Frequently Asked Questions
SMITH THORNTON ADVISORS, 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 #312537), SMITH THORNTON ADVISORS, LLC is subject to fiduciary duty under federal law.
SMITH THORNTON ADVISORS, LLC is headquartered in HUNTSVILLE, AL.
SMITH THORNTON ADVISORS, LLC serves 81 high-net-worth clients according to their SEC filing dated October 10, 2024. View client details ↓
According to their SEC Form ADV, SMITH THORNTON ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SMITH THORNTON ADVISORS, LLC manages $735 million in client assets according to their SEC filing dated October 10, 2024.
According to their SEC Form ADV, SMITH THORNTON ADVISORS, 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: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 765
Discretionary Accounts: 526
Non-Discretionary Accounts: 239
Regulatory Filings
CRD Number: 312537
Last Filing Date: 2024-10-10 00:00:00
Website: https://smiththornton.com