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SMITH ASSET MANAGEMENT CO., LLC
CRD 127684File 801-81169
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$281.2M
Below cohort median (national)
Discretionary AUM
$281.2M
Clients
776
1,273 accounts
Employees
7
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 31, 2015
- Principal office
- 322 EAST PARK AVENUE, CHIEFLAND, FL, 32626
- Phone
- 352-493-7700
- Website
- https://www.smithamco.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $281.2M
- Discretionary AUM
- $281.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,273
- Non-discretionary accounts
- 0
- Total accounts
- 1,273
- AUM per client
- $362K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $2.4M |
| Charitable organizations | Fewer than 5 | $980K |
| High net worth individuals | 39 | $83.4M |
| State or municipal government entities | Fewer than 5 | $89K |
| Individuals (other than high net worth individuals) | 726 | $194.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11- Q11
- Q11D2
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.