Philosmith Securities LLC

Overview

Philosmith Securities LLC is a limited liability company that registered with the SEC in 2016. Public filings list ownership as a combination of a domestic entity and an individual. The firm’s regulatory profile is recorded as "unclassified" and it is not identified as a capital allocator. Available disclosures indicate the firm does not position itself as an active ESG investor and it is not registered as a multi-state adviser. The record also notes it is not newly formed, not a pension consultant, and not a related adviser. There is limited public detail on the firm’s advisory activities, client segments, fee arrangements, or investment preferences.

Assets & Accounts

Location & Offices