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SMI ADVISORY SERVICES, LLC
CRD 137872File 801-64882
APPROVED
Retail clients
Filing as of Jan 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$949.0M
Above cohort median (national)
Discretionary AUM
$949.0M
Clients
1,083
1,083 accounts
Employees
5
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 15, 2005
- Principal office
- 4400 RAY BOLL BLVD., COLUMBUS, IN, 47203
- Phone
- 800-796-4975
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $949.0M
- Discretionary AUM
- $949.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,083
- Non-discretionary accounts
- 0
- Total accounts
- 1,083
- AUM per client
- $876K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $226.0M |
| Individuals (other than high net worth individuals) | 1,080 | $723.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- 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.