R.D. Smothers Wealth Management

Overview

R.D. Smothers Wealth Management is a limited liability company operating as an owner-managed advisory practice that also functions as a capital allocator. The firm serves both individual and family clients as well as institutional relationships, providing portfolio management for individuals and small businesses and performing selection of outside advisers when appropriate. It also operates as an insurance broker, which appears to inform part of its product mix and client solutions. The firm's fee arrangements include a percentage-of-assets-under-management component and the ability to charge hourly fees for certain services. R.D. Smothers Wealth Management is not listed as an active ESG investor, and it does not present itself as a multi-state or pension consultant adviser in the available disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices