Smedley Financial Services Inc

RIASEC RegisteredEst. 1982

Total AUM

$397M

Discretionary

$397M

100% of AUM

Avg account

$202K

Accounts

1,961

Employees

Advisory reps

Firm details

Headquarters: Salt Lake City , Utah
CRD number: 110870
Registered since: June 4, 1982
Website: www.smedleyfinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Other
Client types: HNWI54.96%
Individuals44.48%
Corporations / Businesses0.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Smedley Financial Services Inc. is an independent, SEC-registered registered investment adviser that has been operating since 1982 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and it functions as a capital allocator — directing client capital to third‑party managers in addition to managing portfolios directly. Core services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers, and the production of periodic investment commentary. The firm also operates as an insurance broker and offers a varied fee menu (percentage of AUM, hourly, subscription, fixed fees, commissions and other arrangements). Smedley was recognized by FA Magazine in 2020 on a list of top RIA firms.