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SMITH FINANCIAL

SMITH FINANCIAL INVESTMENT ADVISORS, INC.

CRD 154022 · SEC 801-71492

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1830 S. PLATE ST., KOKOMO, IN, 46902, United States

Phone

765-459-4111

Fax

765-454-7589

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$456.9M

Discretionary AUM

$289.6M

Team

5 total employees; 5 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals87$45.9M
High net worth individuals72$251.5M

States served

IN, FL

All web addresses on file

Official SEC filing: View on IAPD