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⚲
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| Keyboard |
| Chas P Smith & Associates PA Cpa's
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|
|---|---|
| CRD # | 104914 |
| SEC # | 801-35294 |
| CIK # | |
| AUM | 2,888.3 M (2026-03-27) |
| Employees | 60 (35% Investors, 0% Brokers) |
| Phone | 863-688-1725 |
| Address | 205 East Orange Street 310 Lakeland, FL 33801-4611 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,460 | 0.7 |
| (b) Individuals (high net worth individuals) | 647 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 220 | 0.4 |
| (h) Charitable organizations | 19 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 7,364 | 2.9 |
| By Discretionary | ||
| Discretionary | 7,360 | 2.9 |
| Non-Discretionary | 4 | 0.0 |
| Total | 7,364 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 2.7 | |
| Total | 7,364 | 2.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Retail, Research |
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