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SMITH ASSET MANAGEMENT CO., LLC
CRD 127684 · SEC 801-81169
322 EAST PARK AVENUE, CHIEFLAND, FL, 32626, United States
Phone
352-493-7700
Fax
352-490-5337
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.2M
Discretionary AUM
$281.2M
Team
7 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 726 | $194.3M |
| High net worth individuals | 39 | $83.4M |
| Charitable organizations | 2 | $980K |
| State/municipal entities | 1 | $89K |
| Corporations/business entities | 8 | $2.4M |
States served
CA, GA, IN, LA, MT, NE, NC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD