SMITH, BRIAN DAVID
Doing business as SOUTHEAST FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$132,964,803
Discretionary
$131,948,113
Non-discretionary
$1,016,690
Firm details
- CRD number
- 121757
- SEC file number
- 801-136439
- Main office
- GREENVILLE, SC, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.