CRD: 149968
Smith Capital Management, LLC
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- Custodian
- Interactive Brokers ยท Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-08-2009
- Office Locations
- 2
Office Locations
About Smith Capital Management, LLC
Smith Capital Management, LLC is an independent RIA providing fee-based portfolio management for individuals, families, and company retirement plans. The firm uses a rules-based, technical approach and favors low-cost ETFs and individual securities to help manage costs. Services also include retirement income and Social Security planning plus Medicare-focused insurance consulting, with fully disclosed pricing and no exit fees.
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Owner & Executives
EDWARD CAMPBELL SMITH III
Chief Compliance Officer, Financial Consultant, President
- CRD
- #2384354
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Randall D. Smith
President
- CRD
- --
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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