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- Custodian
- Ascensus · Charles Schwab & Company · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-12-2016
- Office Locations
- 2
Office Locations
About Smith Bruer
Smith Bruer is an independent, fee-only fiduciary RIA offering wealth management and retirement plan services nationwide, with offices in Tallahassee, FL and Colorado Springs, CO. They pair disciplined financial planning with an evidence-based investing approach to help clients grow, preserve, and transfer wealth. For employers, Smith Bruer United provides a pooled employer plan designed to streamline administration and reduce fiduciary risk.
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Client Personas
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Investment Themes
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Services
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Owner & Executives
RENE LOUIS BRUER
Managing Member
- CRD
- #5354585
- Ownership
- 25% but less than 50%
GEORGE MARSHALL SMITH
Advisor, Managing Member
- CRD
- #2016997
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Elizabeth Bruer
Advisor
- CRD
- #7662226
Canyon Lee Gray
--
- CRD
- #8148913
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,099,548 | $395,204 |
| Non-Discretionary | $65,383,501 | $3,269,175 |
| Total | $238,483,049 | $520,705 |
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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 |
| Total | Available | Available |
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