← Directory
SMEDLEY FINANCIAL SERVICES INC
CRD 110870File 801-17207
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$396.7M
Below cohort median (national)
Discretionary AUM
$396.7M
Clients
855
1,961 accounts
Employees
11
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 4, 1982
- Principal office
- 102 S. 200 E., SUITE 100, SALT LAKE CITY, UT, 84111-3110
- Phone
- 801-355-8888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $396.7M
- Discretionary AUM
- $396.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,961
- Non-discretionary accounts
- 0
- Total accounts
- 1,961
- AUM per client
- $464K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $2.3M |
| High net worth individuals | 105 | $218.0M |
| Individuals (other than high net worth individuals) | 744 | $176.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — SUB-ADVISORY FEES
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.