$10.7M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-21-2020
- Office Locations
- 1
Office Locations
-- Nolensville TN
About Smeac Financial, LLC
SMEAC Financial, LLC is a Tennessee-based RIA providing portfolio management and financial planning for individuals, families, and small businesses. Portfolios primarily use ETFs and public funds, with some fixed-income exposure, and client assets are custodied with Charles Schwab.
Team overview
77 AVG AGE
$10.7M AVG AUM / ADVISOR
$486.4K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BLAKE JACKSON CATE JR
Chief Compliance Officer, Managing Member
- CRD
- #716303
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $4,700,000 | -- |
| Total | $10,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
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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