L.G. Smith Financial Services

Overview

L.G. Smith Financial Services is organized as a partnership and operates as an independent registered investment adviser with an individual owner. The firm's primary business activity is listed as accounting, suggesting the RIA activity is run alongside or complementary to accounting services rather than as a standalone wealth manager. The firm reports a non-standard fee structure (listed as "Other") and is not identified as a capital allocator. It does not describe itself as an active ESG investor, is not a multi-state adviser, and is not profiled as a pension consultant or related adviser. The record does not include the year of SEC registration.

Assets & Accounts

Investments & Alternatives