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| SMI Advisory Services LLC
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|
|---|---|
| CRD # | 137872 |
| SEC # | 801-64882 |
| CIK # | 0001609008 |
| AUM | $949.0 M (2026-01-15) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 800-796-4975 |
| Address | 4400 Ray Boll Blvd Columbus, IN 47203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 2.3 | ||
| Hubbell Inc | 2.0 | ||
| Lilly Eli & Co | 1.3 | ||
| SPDR Gold Trust | 1.1 | ||
| Nvidia Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,080 | 723.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 226.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,083 | 949.0 |
| By Discretionary | ||
| Discretionary | 1,083 | 949.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,083 | 949.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 949.0 | |
| Total | 1,083 | 949.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001609008] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Foresight Global Investors Inc
✚
|
NY | 1.0 |
|
Tarbox Family Office Inc
✚
|
CA | 1.0 |
|
Slow Capital Inc
✚
|
CA | 1.0 |
|
Builder Investment Group Inc
✚
|
GA | 1.0 |
|
Legacy Financial Strategies LLC
✚
|
KS | 1.0 |
|
Brickley Wealth Management
✚
|
CA | 1.0 |
|
The Mosaic Financial Group LLC
✚
|
IL | 0.9 |
|
Destiny Wealth Partners LLC
✚
|
FL | 0.9 |
|
Auxier Asset Management LLC
✚
|
OR | 0.9 |
|
Lafayette Investments Inc
✚
|
MD | 0.9 |