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3FOURTEEN & SMI ADVISORY SERVICES
3FOURTEEN & SMI ADVISORY SERVICES, LLC is an SEC-registered investment adviser in Columbus, IN, registered since 2024. The firm manages approximately $723...
3FOURTEEN & SMI ADVISORY SERVICES
3FOURTEEN & SMI ADVISORY SERVICES, LLC is an SEC-registered investment adviser in Columbus, IN, registered since 2024. The firm manages approximately $723 million in assets. It has 6 employees and 6 investment advisers.
General information
Firm type
Single Family Office
Frequently asked questions
Who runs investment decisions at 3FOURTEEN & SMI ADVISORY SERVICES?
The firm does not publicly disclose its principals, investment committee, or decision-makers. In single-family offices with this level of opacity, investment authority typically rests with a family member or a small internal team whose identities are known only to counterparties and professional service providers.
Is 3FOURTEEN & SMI ADVISORY SERVICES structured as a single family office or does it operate more like a multi-family office?
The firm's limited regulatory footprint and absence of public marketing suggest it functions as a single family office — serving one family's interests rather than pooling capital from multiple unrelated families. No evidence of multi-family-office services exists in public records.
Does 3FOURTEEN & SMI ADVISORY SERVICES participate in fund commitments or only direct deals?
The firm's investment approach is not publicly documented. Discreet single-family offices of this profile frequently combine direct investments with fund commitments, especially in illiquid strategies like private equity and real estate, but no specific activity can be confirmed.
Where does the underlying wealth come from?
The wealth origin behind 3FOURTEEN & SMI ADVISORY SERVICES is not publicly disclosed. The firm's name does not clearly map to a known operating company or publicly identified family, which is common when wealth is first-generation, inherited quietly, or managed under a separate corporate structure for confidentiality.
Does 3FOURTEEN & SMI ADVISORY SERVICES maintain philanthropic structures, and how are they separated?
No philanthropic foundations, donor-advised funds, or charitable vehicles are publicly linked to the firm. Many family offices keep giving entities legally separate to maintain confidentiality; the absence of public linkages does not confirm absence of philanthropic activity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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