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SMITH BRUER
Legal name: SMITH BRUER ADVISORS, LLC
CRD 284508File 801-116727
APPROVED
Retail clients
Disclosure events
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$238.5M
Below cohort median (national)
Discretionary AUM
$173.1M
Non-discretionary $65.4M
Clients
270
458 accounts
Employees
6
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 6, 2019
- Principal office
- 1700 SUMMIT LAKE DRIVE, SUITE 102, TALLAHASSEE, FL, 32317
- Phone
- 850-877-0803
- Website
- HTTP://WWW.SMITHBRUER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $238.5M
- Discretionary AUM
- $173.1M
- Non-discretionary AUM
- $65.4M
- Discretionary accounts
- 438
- Non-discretionary accounts
- 20
- Total accounts
- 458
- AUM per client
- $883K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $119.5M |
| Pension and profit sharing plans | 20 | $65.4M |
| Individuals (other than high net worth individuals) | 189 | $53.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- 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 11- Q11D2
- Q11D5
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.