Smeac Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 308990
- Website
- smeacfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals77.57%
- HNWI22.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Smeac Financial, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves primarily individual and family clients, offering financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-assets model and fixed-fee engagements. Smeac Financial does not position itself as a capital allocator, is not an ESG-focused investor, and does not present as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities44%
- Cash & Cash Equivalents10%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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