$1.4B Total AUM
$1.4B Disc. AUM
-0.8% 3Y CAGR
14 Employees
2,320 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
100 Crescent Court Dallas TX
About Smith Group Asset Management, LLC
Smith Group Asset Management, LLC is a Dallas-based RIA. The firm has been operating for 5 years. Managing $1.4B in total assets under management, with 12 advisory representatives. They custody assets with Bank OF America and UBS.
Team overview
47 AVG AGE
$117.5M AVG AUM / ADVISOR
$607.9K AVG AUM / CLIENT
3.8 yrs AVG TENURE
14 Employees
12 Advisory Reps
6 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ADAM MARC BRAJER
Director, General Counsel, Secretary
- CRD
- #5764705
- Ownership
- Less than 5%
Available
Available
Available
John David Brim
Chief Investment Officer, Co-Chief Investment Officer, PORTFOLIO MANAGER, President
- CRD
- #2933011
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
Unlock allContacts
O
OWEN BURNS
--
- CRD
- #6133738
Available
Available
Available
William Ketterer
Portfolio Manager
- CRD
- #5660220
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,410,264,267 | $952,594 |
| Non-Discretionary | $0 | -- |
| Total | $1,410,264,267 | $952,594 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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 |
Continue browsing