3fourteen & Smi Advisory Services, LLC
3fourteen & Smi Advisory Services, LLC is an SEC-registered ria in Columbus, IN with $723.0M assets under management (AUM, regulatory AUM), +62% over one year. See who owns 3fourteen & Smi Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331301, SEC 801-130295, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $723.0M (2026-01-20)
- Firm type
- Ria
- Location
- Columbus, IN
- Employees
- 6
- CRD
- 331301
- Ownership
- SMI ADVISORY SERVICES, LLC; 3FOURTEEN RESEARCH, LLC; BILLER, MARK, ANDREW; OMNIUM INVESTMENT COMPANY, LLC; Pies, Amie
How much AUM does 3fourteen & Smi Advisory Services, LLC have?
3fourteen & Smi Advisory Services, LLC reported $723.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns 3fourteen & Smi Advisory Services, LLC?
Disclosed owners and executives of 3fourteen & Smi Advisory Services, LLC include SMI ADVISORY SERVICES, LLC, 3FOURTEEN RESEARCH, LLC, BILLER, MARK, ANDREW, OMNIUM INVESTMENT COMPANY, LLC, Pies, Amie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.