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Smith Asset Management Co., LLC

● SEC registered since 2015CRD 127684SEC# 801-81169Chiefland, FL
Export (members)
Reg. AUM
$261.4M
Employees
7
Accounts
1,180
Location
Chiefland, FL

Smith Asset Management Co., LLC assets under management

Smith Asset Management Co., LLC is an SEC-registered investment adviser based in Chiefland, FL. The firm has been registered since 2015. It reports $261.4 million in regulatory assets under management and employs 7 people.
www.smithamco.comView on SEC.gov ↗

Smith Asset Management Co., LLC owners & executives

2 reported
NameTitleOwnershipSince
Benjamin Larry Smith ControlOwner/Vice-President50-75%2004
Benjamin Shannon Smith ControlPresident/Managing Member/Chief Compliance Officer50-75%2004

Frequently asked questions

How much does Smith Asset Management Co., LLC manage?

Smith Asset Management Co., LLC reports $261.4 million in regulatory assets under management on its Form ADV.

How many employees does Smith Asset Management Co., LLC have?

Smith Asset Management Co., LLC reports 7 employees.

Where is Smith Asset Management Co., LLC located?

Smith Asset Management Co., LLC is based in Chiefland, FL and has been SEC-registered since 2015.

Does Smith Asset Management Co., LLC disclose fund performance?

Smith Asset Management Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address322 East Park Avenue, Chiefland, FL 32626
Phone352-493-7700
Fax352-490-5337
Office hours9:00 a.m.-5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$261.4M
Non-discretionary$0
Total (RAUM)$261.4M