Smith Thornton Advisors, LLC
Firm details
- Headquarters
- Huntsville, Alabama
- CRD number
- 312537
- Registered since
- February 22, 2021
- Website
- smiththornton.com
- Custodians
- THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC., LINCOLN FINANCIAL DISTRIBUTORS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans54.57%
- HNWI35.86%
- Individuals8.41%
- Corporations / Businesses0.86%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Smith Thornton Advisors, LLC is a privately held investment advisory firm organized as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation models include a percentage-of-AUM overlay plus hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It also maintains an industry affiliation with a broker-dealer.
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
- Public Funds/Mutual Funds44%
- Exchange Traded Equities20%
- Other15%
- US Government Bonds8%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
Donna Ryberg
Chief Compliance OfficerCRD 2285916
Contacts
3 of 7
Blayne Barber
Wealth ManagerCRD 7855297
Stacy Drummond
Client Relationship SpecialistCRD 2947751
William Davenport
Wealth AdvisorCRD 7951999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$214M in ETFs
41%
$88.4M
56%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | American Funds | Active | Large Value | $12.5M | 254,612 | 5.85% |
Location
Huntsville, AL
Madison
Location
Huntsville, AL
Headquartered in Huntsville, AL, anchoring the Huntsville-Decatur, AL metro in the South.
- Metro area
- Huntsville-Decatur, AL
- Region
- South
- County
- Madison
- Address
- 626 Clinton Ave W
- Time zone
- CT (UTC-6)
- Office locations
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