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Smith Bruer Advisors, LLC

● SEC registered since 2019CRD 284508SEC# 801-116727Tallahassee, FL
Export (members)
Reg. AUM
$198.2M
Employees
6
Accounts
419
Location
Tallahassee, FL

Smith Bruer Advisors, LLC assets under management

Smith Bruer Advisors, LLC is an SEC-registered investment adviser based in Tallahassee, FL. The firm has been registered since 2019. It reports $198.2 million in regulatory assets under management and employs 6 people.
www.smithbruer.comView on SEC.gov ↗

Smith Bruer Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
George Marshall Smith ControlManaging Member25-50%2015
Rene Louis Bruer ControlManaging Member25-50%2015
Steven Michael HiragaChief Compliance Officer5-10%2015

Frequently asked questions

How much does Smith Bruer Advisors, LLC manage?

Smith Bruer Advisors, LLC reports $198.2 million in regulatory assets under management on its Form ADV.

How many employees does Smith Bruer Advisors, LLC have?

Smith Bruer Advisors, LLC reports 6 employees.

Where is Smith Bruer Advisors, LLC located?

Smith Bruer Advisors, LLC is based in Tallahassee, FL and has been SEC-registered since 2019.

Does Smith Bruer Advisors, LLC disclose fund performance?

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

Contact & registration

Address1700 Summit Lake Drive, Suite 102, Tallahassee, FL 32317
Phone850-877-0803
Office hours9a.m.-4p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$141.5M
Non-discretionary$56.7M
Total (RAUM)$198.2M