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| Happy Holidays!! thanks for using AUM13F!! |
| Smith Moore & Co
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| CRD # | 3441 |
| SEC # | 801-68175 |
| CIK # | 0001466384, 0000200724 |
| AUM | $2.0 B (2025-03-31) |
| Employees | 65 (77% Investors, 85% Brokers) |
| Phone | 314-727-5225 |
| Address | 7777 Bonhomme Avenue Clayton, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001466384 0000200724 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.3 | ||
| Nvidia Corp | 14.0 | ||
| Microsoft Corp | 13.4 | ||
| Amazon Com Inc | 8.9 | ||
| Facebook Inc | 6.9 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,609 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,243 | 1.3 |
| (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 | 17 | 0.0 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 3 | 0.1 |
| (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 | 19 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,353 | 2.0 |
| By Discretionary | ||
| Discretionary | 5,047 | 1.9 |
| Non-Discretionary | 306 | 0.1 |
| Total | 5,353 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 5,353 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000200724] | |
| D | [0001466384] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stairway Partners LLC
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|
MN | 2.0 |
|
Sunbelt Securities Inc
✚
|
TX | 2.0 |
|
LCP Institutional LLC
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|
GA | 2.0 |
|
Comperio Retirement Consulting Inc
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|
NC | 2.0 |
|
Manitou Investment Management Ltd
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|
2.0 | |
|
Avendus Wealth Management Private Limited
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|
2.0 | |
|
Washington Trust Advisors Inc
✚
|
MA | 2.0 |
|
W1M Wealth Management Limited
✚
|
2.0 | |
|
Retirement Resources Investment Corporation
✚
|
MA | 2.0 |
|
YHB Investment Advisors Inc
✚
|
CT | 2.0 |