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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2021
- Office Locations
- 2
Office Locations
About Smith Thornton Advisors, LLC
Smith Thornton Advisors, LLC is an Alabama-based RIA (Huntsville and Auburn) providing planning-led wealth management for individuals and families as well as employers. The team helps clients build and manage long-term strategies for retirement, inheritance and other life transitions, combining financial planning, estate/legacy and insurance planning with portfolio construction using diversified allocations across mutual funds/ETFs and fixed income. Custody includes Charles Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM PATRICK SMITH
Chief Investment Officer, Director, MANAGING PRINCIPAL
- CRD
- #5944528
- Ownership
- 50% but less than 75%
STEVEN CURTIS THORNTON
Managing Member
- CRD
- #1998251
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Blayne Lawrence Barber
--
- CRD
- #7855297
William Kane Davenport
--
- CRD
- #7951999
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $731,245,529 | $1,114,704 |
| Non-Discretionary | $121,007,611 | $599,048 |
| Total | $852,253,140 | $993,302 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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