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- Custodian
- American Funds · RBC · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-1983
- Office Locations
- 10
Office Locations
About Smith, Moore & Co.
Smith, Moore & Co. is an independent wealth management firm providing financial planning and investment management through its LifePhase180 process, aligning strategies across accumulation, distribution, and legacy. It serves retail and institutional relationships, including business owners and entrepreneurs. Portfolios commonly use ETFs and diversified public funds. The firm operates a multi-branch model (10 offices), enabling local advisor coverage.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
STEWART JAMES DEUTSCH JR
DIRECTOR, Financial Advisor, President
- CRD
- #2537447
- Ownership
- 10% but less than 25%
TIMOTHY EUGENE SCHULTE
Chairman Of The Board, DIRECTOR
- CRD
- #1869986
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
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Austin Joseph Alejos
Wealth Management Associate
- CRD
- #7176906
MYLAN JAMES ANDERSON
Financial Advisor
- CRD
- #5475826
Showing 2 of 57 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,105,328,880 | $399,873 |
| Non-Discretionary | $266,411,017 | $444,018 |
| Total | $2,371,739,897 | $404,389 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | 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 |
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