Smith Asset Management Co, LLC

Overview

Smith Asset Management Co, LLC is an independently owned registered investment adviser that entered SEC registration in 2015. The firm manages portfolios for both individual and family clients as well as institutional and business accounts, delivering advisory services through portfolio management for individuals/small businesses and for businesses or institutions. Its billing mixes an asset‑based fee and hourly charges. Smith Asset Management identifies as a non‑ESG investor and does not operate as a capital allocator; instead it relies on external managers where alternatives are used. The firm also lists an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives