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Smith Advisory
SMITH ADVISORY is a state-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Smith Advisory
SMITH ADVISORY is a state-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Smith
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Smith Advisory?
Smith, the founder and CEO, is the named principal at Smith Advisory. No other investment professionals are identified in public records. The firm does not disclose its investment committee structure or decision-making process.
Does Smith Advisory participate in fund commitments or only direct deals?
Smith Advisory does not publicly distinguish between fund commitments and direct investments. Its known sector tags—private credit, real estate, infrastructure, hedge funds—imply exposure both to funds and direct assets, but no specific allocations are disclosed.
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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