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Spencer Smith Asset Management
Spencer Smith Asset Management, Inc. is a state-registered investment adviser. The firm manages $46 million in assets, $43 million on a discretionary basis.
Overview
Spencer Smith Asset Management, Inc. is a state-registered investment adviser. The firm manages $46 million in assets, $43 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
Does the firm manage any pooled investment vehicles?
According to the firm's regulatory filings, Spencer Smith Asset Management does not sponsor or manage pooled investment vehicles such as mutual funds, hedge funds, or private equity funds. The advisory business is conducted through individually managed separate accounts, with each client's assets held in a distinct account under discretionary management.
What asset classes does the firm invest in?
The firm's public disclosures indicate a focus on publicly traded equities and fixed-income instruments within long-only mandates. There is no public record of the firm allocating to private equity, venture capital, real estate, or hedge fund strategies. Client portfolios are constructed through direct security selection rather than fund-of-funds or third-party manager allocations.
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