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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2005
- Office Locations
- 1
Office Locations
About SMI Advisory Services, LLC
SMI Advisory Services sponsors the SMI Funds, a lineup built to automate Sound Mind Investing strategies for investors who want systematic, professionally managed implementation without the time burden. The funds emphasize diversified, rules-based allocation using ETFs and mutual funds, with features like automatic rebalancing, no transaction fees, and no minimum holding periods for exchanges—making the approach accessible even for smaller accounts. Available via custodians such as Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Services
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Owner & Executives
ANTHONY SHAYNE AYERS
Advisor, Managing Member
- CRD
- #2503806
- Ownership
- Less than 5%
FREDERICK JACOB BEERWART
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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BRYCE WILLIAM FATHAUER
Investment Advisor Representative
- CRD
- #6322824
Isaac Jones
Investment Advisor Representative
- CRD
- #7792931
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $949,000,000 | $876,270 |
| Non-Discretionary | $0 | -- |
| Total | $949,000,000 | $876,270 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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