SML Capital LLC

Overview

SML Capital LLC is a privately held limited liability company that provides discretionary portfolio management primarily to individuals and families, with an advisory emphasis on small businesses. Ownership is individual rather than institutional, and the firm charges clients on a percentage-of-AUM basis and may also assess performance-based fees. The adviser does not identify as an active ESG investor and is not described as a capital allocator; its stated advisory activity is portfolio management for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices