$503.1M Total AUM
$503.1M Disc. AUM
-- 3Y CAGR
7 Employees
171 ADV. Clients
30 yrs Firm Age
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- Custodian
- First Clearing · Merrill Lynch · State Street · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-14-1996
- Office Locations
- 2
Office Locations
101 York Avenue Weatherford TX
4200 S. Hulen St. Suite 534 Fort Worth TX
About SMH Capital Advisors LLC
SMH Capital Advisors LLC is a Fort Worth-based RIA with 2 offices. The firm has been operating for 30 years. Managing $503.1M in total assets under management, with 2 advisory representatives. They custody assets with First Clearing and Merrill Lynch.
Team overview
-- AVG AGE
$251.5M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
16.1 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Technology
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Owner & Executives
L
LISA CELESTE HALEY
VICE PRESIDENT
- CRD
- #4579362
- Ownership
- Less than 5%
Available
Available
Available
DWAYNE ALAN MOYERS
President and Chief Investment Officer
- CRD
- #1850654
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
JEFFREY BRANDON ALLRED
--
- CRD
- #5377160
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $503,081,102 | $2,941,995 |
| Non-Discretionary | $0 | -- |
| Total | $503,081,102 | $2,941,995 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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