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SMITH GROUP ASSET MANAGEMENT, LLC
CRD 313265 · SEC 801-120777
100 CRESCENT COURT, DALLAS, TX, 75201, United States
Phone
214-880-4600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.21B
Discretionary AUM
$2.21B
Team
14 total employees; 12 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2299 | $782.4M |
| Investment companies | 6 | $843.0M |
| Pension/profit sharing plans | 5 | $137.2M |
| Charitable organizations | 4 | $181.8M |
| State/municipal entities | 4 | $230.2M |
| Corporations/business entities | 6 | $39.3M |
States served
AL, AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD