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SMH CAPITAL ADVISORS LLC
CRD 108344 · SEC 801-54089
4200 S. HULEN ST., SUITE 534, FORT WORTH, TX, 76109, United States
Phone
817-569-7000
Fax
817-887-5812
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$503.1M
Discretionary AUM
$503.1M
Team
7 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $28.3M |
| High net worth individuals | 6 | $9.5M |
| Investment companies | 2 | $98.1M |
| Insurance companies | 2 | $13.1M |
States served
AZ, CA, CO, DE, GA, IL, KS, LA, MD, MA, NJ, NM, NY, OH, OK, PA, VA, WI, WY, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD