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MOMENTUM INDEPENDENT NETWORK INC.
CRD 17587File 801-60812
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.61B
Top 25% of cohort (national)
Discretionary AUM
$1.01B
Non-discretionary $603.1M
Clients
2,879
4,721 accounts
Employees
97
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 18, 2002
- Principal office
- 717 N. HARWOOD STREET, SUITE 3400, DALLAS, TX, 75201
- Phone
- 214-859-1800
- Website
- HTTP://WWW.TROYLSMITH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.61B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $603.1M
- Discretionary accounts
- 3,019
- Non-discretionary accounts
- 1,702
- Total accounts
- 4,721
- AUM per client
- $559K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 33 | $32.6M |
| Charitable organizations | 8 | $7.7M |
| High net worth individuals | 408 | $854.8M |
| Pension and profit sharing plans | 21 | $11.1M |
| Individuals (other than high net worth individuals) | 2,409 | $703.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — 12B-1 FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11H2
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.