SMITH & WYATT

RIASEC RegisteredEst. 2023

Total AUM

$207M

Discretionary

$201M

97% of AUM

Avg account

$287K

Accounts

724

Employees

Advisory reps

Firm details

Headquarters: COLLEGE STATION, Texas
CRD number: 285310
Registered since: October 27, 2023
Website: www.smithwyatt.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals71.95%
HNWI28.05%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Smith & Wyatt is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which suggests insurance products are part of its client solutions alongside advisory services. Ownership is listed as individual, and the firm reports a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other fee types). Smith & Wyatt does not identify as an active ESG investor, reports it is not a capital allocator, and is listed as not being a multi-state adviser on the snapshot data.