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Smith Financial Corporation
Smith Financial Corporation is an SEC-registered investment adviser in Sandusky, Ohio, registered since 2017. The firm manages $1.2 billion in assets, with...
Smith Financial Corporation
Smith Financial Corporation is an SEC-registered investment adviser in Sandusky, Ohio, registered since 2017. The firm manages $1.2 billion in assets, with $1.1 billion on a discretionary basis. It has 27 employees and 13 investment advisers.
General information
Firm type
other
Year founded
2010
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Who owns or controls Smith Financial Corporation?
Ownership is not publicly disclosed. The firm's corporate filings may reveal a parent company or individual owner, but no such information is in the open record.
Does Smith Financial Corporation manage outside capital?
No public evidence suggests the firm manages third-party capital. It may operate as a holding company or passive investment vehicle, but this is speculative.
What investment sectors does Smith Financial Corporation focus on?
No sector focus has been disclosed. The firm name suggests an orientation toward financial services, but this cannot be confirmed.
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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