Smh Capital Advisors LLC
Smh Capital Advisors LLC is an SEC-registered wealth manager in Fort Worth, TX with $503.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Smh Capital Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108344, SEC 801-54089, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $503.1M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Fort Worth, TX
- Employees
- 7
- Clients
- 167
- CRD
- 108344
- Ownership
- CUMMER, JEFFREY, ALAN; SANDERS MORRIS HARRIS GROUP INC.; KISSINGER, WILLIAM, IRVIN; BALL, GEORGE, LESTER; DOUGLAS, JAMES, ALEXANDER
How much AUM does Smh Capital Advisors LLC have?
Smh Capital Advisors LLC reported $503.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Smh Capital Advisors LLC?
Disclosed owners and executives of Smh Capital Advisors LLC include CUMMER, JEFFREY, ALAN, SANDERS MORRIS HARRIS GROUP INC., KISSINGER, WILLIAM, IRVIN, BALL, GEORGE, LESTER, DOUGLAS, JAMES, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.