| Name | Title | Ownership | Since |
|---|---|---|---|
| Cantor Fitzgerald Investment Advisors Control | Managing Member | 50-75% | 2021 |
| John David Brim Control | President And Chief Investment Officer | Under 5% | 2021 |
| John Joseph Jones Control | Senior Managing Director & Secretary | Under 5% | 2021 |
Smith Group Asset Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Smith Group Asset Management, LLC reports 15 employees.
Smith Group Asset Management, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Smith Group Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Crescent Court, Dallas, TX 75201 |
| Phone | 214-880-4600 |
| Office hours | 8a.m.-5p.m. Est |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $1.71B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.71B |