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Smi Advisory Services, LLC

● SEC registered since 2005CRD 137872SEC# 801-64882Columbus, IN
Export (members)
Reg. AUM
$840M
Employees
5
Accounts
995
Location
Columbus, IN

Smi Advisory Services, LLC assets under management

Smi Advisory Services, LLC is an SEC-registered investment adviser based in Columbus, IN. The firm has been registered since 2005. It reports $840 million in regulatory assets under management and employs 5 people.

Smi Advisory Services, LLC owners & executives

8 reported
NameTitleOwnershipSince
Anthony Shayne Ayers ControlManaging MemberUnder 5%2005
Eric Stephen Collier ControlManaging MemberUnder 5%2005
Frederick Jacob Beerwart ControlChief Compliance OfficerUnder 5%2005
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Frequently asked questions

How much does Smi Advisory Services, LLC manage?

Smi Advisory Services, LLC reports $840 million in regulatory assets under management on its Form ADV.

How many employees does Smi Advisory Services, LLC have?

Smi Advisory Services, LLC reports 5 employees.

Where is Smi Advisory Services, LLC located?

Smi Advisory Services, LLC is based in Columbus, IN and has been SEC-registered since 2005.

Does Smi Advisory Services, LLC disclose fund performance?

Smi Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4400 Ray Boll Blvd., Columbus, IN 47203
Phone800-796-4975
Fax502-991-8331
Office hours8:30 a.m. To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$840M
Non-discretionary$0
Total (RAUM)$840M