# Smith Financial

Smith Financial is a Registered Investment Adviser based in Kokomo, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Kokomo, United States
- **Region:** North America
- **Address:** Kokomo, IN, United States
- **Assets under management:** $456.9M regulatory AUM (Form ADV, March 2026)

## Regulatory record

- **CRD number:** 154022
- **SEC file number:** 801-71492
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

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