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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 10-31-2024
- Office Locations
- 1
Office Locations
About Polymath Investments LLC
Polymath Investments is an independent, fiduciary advisory firm providing investment management and holistic financial planning, including retirement, tax, and insurance planning. The firm focuses on physicians and medical residents as well as high-net-worth families and retirees, building personalized plans and coordinating with clients’ CPAs and attorneys when needed. Client assets are custodied with Charles Schwab, and portfolios are frequently implemented using ETFs.
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Owner & Executives
KINTA MACK SMITH
Chief Compliance Officer, Managing Member
- CRD
- #5638013
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,000,000 | -- |
| Non-Discretionary | $27,000,000 | -- |
| Total | $83,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,026,645,544 | 44.6% |
| Other | $1,676,191,591 | 24.7% |
| Cash | $2,083,363,637 | 30.7% |
| Total | $6,786,200,772 | 100.0% |