Philosmith Securities LLC

Overview

Philosmith Securities LLC is an LLC that first registered with the SEC in 2016. Public data in FINTRX is sparse: the firm is classified as "Unclassified" and listed as having both a domestic entity and an individual ownership component. Several operational flags are negative — FINTRX indicates Philosmith is not a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. Key fields such as business activities, advisory services, client demographics, and fee structures are not populated in the FINTRX snapshot. That absence limits visibility into the firm’s service model, target clients, and how it positions its advisory practice.

Assets & Accounts

Location & Offices