SMITH BRUER

Overview

Smith Bruer is a fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses alongside pension consulting services. The firm structures client relationships primarily on a percentage-of-AUM fee model and serves both individual & family clients and institutional relationships. Investment activity shows a clear tilt toward pooled public investment vehicles; public funds and mutual funds account for the vast majority of assets under management, reflecting a preference for diversified, manager-driven exposures rather than concentrated single-stock strategies. The firm was recognized in FA Magazine’s Top RIA Firms list in 2020. Smith Bruer operates with an owner-type of individual ownership and has been SEC-registered since 2019. It is not positioned as a multi-state adviser or a capital allocator in the sense of running external private capital vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices