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Stephen Spencer Smith

Ceo, Chairman Of Investment CommitteeSmith Group Asset Management, LLCCRD 2669311

About Stephen Spencer Smith

Stephen Spencer Smith is listed as Ceo, Chairman Of Investment Committee at Smith Group Asset Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Stephen Spencer Smith is associated with 5 registered advisers.

Reported ownership

Owns Under 5% of Smith Group Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephen Spencer Smith work?

Stephen Spencer Smith is listed as Ceo, Chairman Of Investment Committee at Smith Group Asset Management, LLC on SEC Form ADV.

How much of Smith Group Asset Management, LLC does Stephen Spencer Smith own?

Form ADV reports a beneficial ownership band of Under 5%.

Smith Group Asset Management, LLC

TitleCeo, Chairman Of Investment Committee
OwnershipUnder 5%
Control personYes
Since2021
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Smith Asset Management Group LP

TitleCeo, Founder, Chairman Of Investment Committee
OwnershipUnder 5%
Control personYes
Since1995
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Smith Group Asset Management, LLC

TitleLimited Partner
Ownership25-50%
Control personYes
Since2008
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Smith Asset Management Group LP

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2006
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Smith Asset Management Group LP

TitleManaging Member
Ownership50-75%
Control personYes
Since2003
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