Philosmith Securities LLC

Overview

Philosmith Securities LLC is organized as a limited liability company and is registered with the SEC since 2016. The firm's reported ownership structure combines a domestic entity and an individual; the dataset classifies the firm as "unclassified." Available records flag a number of operational designations as negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, and is not listed as a pension consultant or related adviser. The firm has not supplied detail about its advisory or business activities in the provided data. The record indicates a single office location but does not disclose address-level information or the nature of client segments served.

Assets & Accounts