R.D. Smothers Wealth Management

Overview

R.D. Smothers Wealth Management is a privately owned limited liability company that combines portfolio management for individuals and small businesses with third‑party manager selection and insurance brokerage. The firm acts as a capital allocator for both individual & family and institutional clients, charging a mix of percentage‑of‑AUM fees and hourly fees. It is not positioned as an ESG investor and reports operating within a single state. The advisor’s offering emphasizes outsourced manager selection alongside directly managed portfolios and insurance solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices