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SOUTHEAST FINANCIAL ADVISORS

SMITH, BRIAN DAVID

CRD 121757 · SEC 801-136439

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C/O 107 MANLY STREET, GREENVILLE, SC, 29601, United States

Phone

864-284-6511

Fax

864-284-6512

Registration

— (—)

Source

State registered

Total AUM

$133.0M

Discretionary AUM

$131.9M

Team

2 total employees; 2 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals303$132.3M
Pension/profit sharing plans1$699K

All web addresses on file

Official SEC filing: View on IAPD