Smith, Blair

Overview

Smith, Blair is a single-owner independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals and small-business owners. The firm runs a compact, equity-focused practice: its filings show a clear preference for exchange-traded equities and liquid mutual funds as the primary building blocks of client portfolios. Fees are charged both as a percentage of assets under management and on an hourly basis, which supports a blended advisory model that combines ongoing portfolio oversight with project-based planning work. The adviser operates as a discretionary manager for its clients, concentrating on cost-efficient, liquid instruments rather than private fund or direct alternative allocations. Smith, Blair does not position itself as an ESG-focused or multi-state adviser and is not listed as a pension consultant or capital allocator; the business model is tailored to individual and family clients seeking straightforward investment management and planning.

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Location & Offices