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| Happy Holidays!! thanks for using AUM13F!! |
| Smith Financial Investment Advisors Inc
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| CRD # | 154022 |
| SEC # | 801-71492 |
| CIK # | |
| AUM | $378.0 M (2025-03-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 765-459-4111 |
| Address | 1830 S Plate St Kokomo, IN 46902 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 60.6 |
| (b) Individuals (high net worth individuals) | 72 | 190.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 18.1 |
| (h) Charitable organizations | 0 | 108.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 613 | 378.0 |
| By Discretionary | ||
| Discretionary | 591 | 265.3 |
| Non-Discretionary | 22 | 112.8 |
| Total | 613 | 378.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.0 | |
| Total | 613 | 378.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keeler Thomas Management LLC
✚
|
UT | 0.4 |
|
Edge Financial Advisors LLC
✚
|
IL | 0.4 |
|
Acima Private Wealth LLC
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|
VA | 0.4 |
|
Hazard & Siegel Advisory Services LLC
✚
|
NY | 0.4 |
|
HANC Wealth Management LLC
✚
|
MI | 0.4 |
|
Holistic Financial Partners LLC
✚
|
IN | 0.4 |
|
Lincoln Capital Corporation
✚
|
RI | 0.4 |
|
Rinkey Investments
✚
|
CA | 0.4 |
|
MWA Financial Services Inc
✚
|
IL | 0.4 |
|
Strategic Asset Management Group Advisors Inc
✚
|
FL | 0.4 |