Smith Advisory

Overview

Smith Advisory is a small, individually owned registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and shows a clear bias toward fixed-income instruments, with US government bonds the dominant holding. Smith Advisory is not an active ESG investor, does not act as a pension consultant, and is not identified as a multi-state adviser. The filing indicates a conservative, capital-preservation posture: allocations center on government debt exposure supplemented by pooled mutual fund positions rather than broad alternative or private-market commitments.

Assets & Accounts

Investments & Alternatives

Location & Offices