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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2004
- Office Locations
- 2
Office Locations
About Smith Asset Management Co., LLC
Smith Asset Management Company is a multi-generational, family-owned advisory in Chiefland, FL serving clients nationwide. It provides wealth management and financial planning for individuals and businesses, including corporate 401(k) plans, rollovers, estate planning, Florida Retirement System guidance, and tailored income and portfolio programs with investment and risk management. Portfolios are primarily implemented with ETFs and index funds, with Charles Schwab as a custodian.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BENJAMIN SHANNON SMITH
Chief Compliance Officer, Investment Analyst, Managing Member, President
- CRD
- #4840478
- Ownership
- 50% but less than 75%
BENJAMIN LARRY SMITH
Owner, Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Benjamin Caleb Smith
--
- CRD
- #7410065
Stephen Joseph Smith
--
- CRD
- #7672535
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $281,212,631 | $220,905 |
| Non-Discretionary | $0 | -- |
| Total | $281,212,631 | $220,905 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | 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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