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SMITH BRUER
SMITH BRUER ADVISORS, LLC
CRD 284508 · SEC 801-116727
1700 SUMMIT LAKE DRIVE, SUITE 102, TALLAHASSEE, FL, 32317, United States
Phone
850-877-0803
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.5M
Discretionary AUM
$173.1M
Team
6 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $53.6M |
| High net worth individuals | 61 | $119.5M |
| Pension/profit sharing plans | 20 | $65.4M |
States served
CO, GA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD