Overview
Assets Under Management: $207 million
Headquarters: COLLEGE STATION, TX
High-Net-Worth Clients: 33
Average Client Assets: $1.8 million
Frequently Asked Questions
SMITH & WYATT 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 #285310), SMITH & WYATT is subject to fiduciary duty under federal law.
SMITH & WYATT is headquartered in COLLEGE STATION, TX.
SMITH & WYATT serves 33 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, SMITH & WYATT offers financial planning and portfolio management for individuals. View all service details ↓
SMITH & WYATT manages $207 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, SMITH & WYATT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.05%
Average Client Assets: $1.8 million
Total Client Accounts: 724
Discretionary Accounts: 723
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 285310
Filing ID: 2051321
Last Filing Date: 2026-02-23 10:14:23