Smeac Financial, LLC

Overview

Smeac Financial, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves primarily individual and family clients, offering financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-assets model and fixed-fee engagements. Smeac Financial does not position itself as a capital allocator, is not an ESG-focused investor, and does not present as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives