PHILOSMITH SECURITIES LLC

Overview

Philosmith Securities LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2016. The FINTRX snapshot classifies the firm as "Unclassified" and lists ownership as a domestic entity alongside an individual. The profile contains minimal public detail about the firm's business model: fields for client base, fee structure and core advisory activities are not filled in the source data. The firm is not identified as a capital allocator, it does not report being an active ESG investor, and it is not designated as a multi-state adviser. Additional service flags in the snapshot indicate it is not a pension consultant, not a related adviser, and is not described as newly formed.

Assets & Accounts

Location & Offices