CRD: 329361
R.d. Smothers Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-11-2024
- Office Locations
- 1
Office Locations
About R.d. Smothers Wealth Management
R.D. Smothers Wealth Management is a Kentucky-based, state-registered RIA focused on retirement planning and investment planning for families/individuals, corporate executives, business owners, and professional athletes. The firm uses its Retirement ATLAS planning process and offers insurance solutions through affiliated RDS Insurance Group. Portfolios commonly use ETFs, mutual funds, and fixed income; custody includes Charles Schwab.
Team overview
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CRM
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Investment Themes
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Owner & Executives
Roger Dale Smothers Jr
Chief Compliance Officer, President
- CRD
- #6558938
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DALTON JACE HARRIS
--
- CRD
- #7079690
Quentin Travis Knifley
Client Service Specialist
- CRD
- #8010107
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,860,617 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,860,617 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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