SMI ADVISORY SERVICES, LLC

CRD 137872 · SEC 801-64882

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4400 RAY BOLL BLVD., COLUMBUS, IN, 47203, United States

Phone

800-796-4975

Fax

502-991-8331

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$949.0M

Discretionary AUM

$949.0M

Team

5 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-15

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)

Client types

Type	Clients	AUM
Individuals	1080	$723.0M
Investment companies	3	$226.0M

States served

AL, AK, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NY, NC, ND, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, FL, SD

All web addresses on file

HTTPS://SMIPRIVATECLIENT.COM/
HTTPS://SMIFUND.COM/

Official SEC filing: View on IAPD