S
$118.5M Total AUM
$115.4M Disc. AUM
-- 3Y CAGR
2 Employees
210 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-09-2024
- Office Locations
- 1
Office Locations
5343 Main Street Spring Hill TN
About Smith & CO Advisory LLC
Smith & Co Advisory LLC is a Tennessee-based advisory firm providing financial planning, retirement plan support, insurance and investment planning, and portfolio construction for retail and institutional clients. Portfolios skew heavily to ETFs with complementary fixed income (investment-grade corporates, munis, and agencies). Securities are offered through Westminster Financial Securities, Inc. (FINRA/SIPC).
Team overview
-- AVG AGE
$118.5M AVG AUM / ADVISOR
$564.1K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRADLEY RAY SMITH
Chief Compliance Officer, Investment Adviser Representative, PARTNER
- CRD
- #4420750
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,444,921 | $353,043 |
| Non-Discretionary | $3,014,872 | $753,718 |
| Total | $118,459,793 | $357,885 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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