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SMITH THORNTON ADVISORS, LLC
CRD 312537 · SEC 801-120351
626 CLINTON AVENUE WEST, SUITE 100, HUNTSVILLE, AL, 35801, United States
Phone
256-715-7715
Fax
256-715-7714
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$852.3M
Discretionary AUM
$731.2M
Team
9 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $71.7M |
| High net worth individuals | 91 | $305.6M |
| Pension/profit sharing plans | 8 | $465.1M |
| Charitable organizations | 3 | $1.4M |
| State/municipal entities | 1 | $1.2M |
| Corporations/business entities | 2 | $7.3M |
States served
AL, GA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD