# Spencer Smith Asset Management

Spencer Smith Asset Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 312678
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312678

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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