Smith Capital Investors, LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 294402
- Registered since
- May 17, 2018
- Website
- smithcapitalinvestors.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Smith Capital Investors, LLC is an SEC-registered advisory firm organized as a limited liability company and operating since 2018. The firm serves institutional clients and delivers portfolio management specifically for investment companies. Ownership is held by an individual, and the firm charges fees as a percentage of assets under management. Smith Capital is not characterized as a multi-state adviser, a pension consultant, or an active ESG investor.
Assets & Accounts
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
Owners & executives
2 of 2Kendall Katskee
Chief Financial OfficerCRD 8195197
Richard Smith
Founder & Chief Investment OfficerCRD 2163325
Contacts
3 of 5
Michael Mulder
Registered RepresentativeCRD 5527705
Eric Bernum
InvestorCRD 4897273
Zachary Tucker
InvestorCRD 5020159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1555 Blake St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Northwood Investors LLC
RIADenver, CO
Elevation Point Wealth Partners, LLC
RIADenver, CO
Arrowmark Colorado Holdings, LLC
RIADenver, CO
KSL Capital Partners
RIADenver, CO
Revelstoke Capital Partners
RIADenver, CO
Shelton Capital Management
RIADenver, CO