Updated:
Smith Financial
Smith Financial is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 154022, SEC file 801-71492), with its main office...
Overview
Smith Financial is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 154022, SEC file 801-71492), with its main office in Kokomo, Indiana. Its Form ADV filed on 27 March 2026 reports $456.9M in regulatory assets under management across 550 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$456.9M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Kokomo
Corporate office
Kokomo, IN, United States
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Smith Financial in Altss
Explore available research and relationship coverage for this adviser in Altss.