SMITH FINANCIAL INVESTMENT ADVISORS, INC.
Doing business as SMITH FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$456,904,847
Discretionary
$289,581,775
Non-discretionary
$167,323,072
Firm details
- CRD number
- 154022
- SEC file number
- 801-71492
- Main office
- KOKOMO, IN, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.SMITHFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.