Smith & Co Advisory LLC
Smith & Co Advisory LLC is an SEC-registered mass-market adviser in Spring Hill, TN with $118.5M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Smith & Co Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333042, SEC 801-131244, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $118.5M (2026-05-05)
- Firm type
- Mass-Market Adviser
- Location
- Spring Hill, TN
- Employees
- 2
- Clients
- 210
- CRD
- 333042
- Ownership
- SMITH, LAURIE, ANN; SMITH, BRADLEY, RAY; Wynd, Benjamin, Patrick; THE BRAD SMITH TIST; SOUTHERN CAPITAL TIST
How much AUM does Smith & Co Advisory LLC have?
Smith & Co Advisory LLC reported $118.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Smith & Co Advisory LLC?
Disclosed owners and executives of Smith & Co Advisory LLC include SMITH, LAURIE, ANN, SMITH, BRADLEY, RAY, Wynd, Benjamin, Patrick, THE BRAD SMITH TIST, SOUTHERN CAPITAL TIST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.