SMITH & CO ADVISORY LLC
Firm details
- Headquarters
- SPRING HILL, Tennessee
- CRD number
- 333042
- Registered since
- October 9, 2024
- Website
- www.smithcoadvisory.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.79%
- Individuals16.66%
- Pension & Profit Sharing Plans2.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Smith & Co Advisory LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual and family clients as well as institutional relationships, charging a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Industry relationships include affiliations with accountants and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds23%
- Investment Grade Corp Bonds19%
- Cash & Cash Equivalents8%
- State & Local Bonds4%
Contacts
1 of 1BRADLEY SMITH
Investment Adviser RepresentativeCRD 4420750
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SPRING HILL, TN
MAURY
Location
SPRING HILL, TN
Headquartered in SPRING HILL, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- MAURY
- Address
- 5343 Main St
- Time zone
- CT (UTC-6)
- Office locations
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