Edward Smith III, financial advisor Loveland OH

Edward Smith III

CRD Number: 2384354
Current Firm: Smith Capital Management, LLC
Compensation Model: Both

Edward Smith (CRD# 2384354) is an Investment Advisor Representative working at Smith Capital Management, LLC in Loveland, OH and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Smith Capital Management, LLC Loveland, OH Apr 2009 - Current 14
Acacia Life Insurance Co Loveland, OH Aug 2003 - Current 20
Acacia National Life Insurance Co Loveland , OH Aug 2003 - Current 20
Ameritas Life Insurance Corp Loveland, OH Dec 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
Contact Info for Edward C. Smith III
Phone Number: 513-774-9125
Advisor Website: www.smithcapmanagement.com
Registered State(s):
  • OH
Current Firm Details
Smith Capital Management, LLC
Firm's CRD Number: 149968
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

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