Smh Capital Advisors LLC

Smh Capital Advisors LLC (CRD# 108344) is a financial advisory firm headquartered in Fort Worth, TX. They manage $339,819,214 in 1,013 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $335,458
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Smh Capital Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jenny M. Don Carlos
CRD#: 5454175
4800 Overton Plaza, Suite 300, Fort Worth, TX 76109
93
Wealthminder
score

Jenny Don Carlos (CRD# 5454175) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 8 years of experience in the finance industry.

2
Lisa C. Haley
CRD#: 4579362
101 York Avenue, Weatherford, TX 76086
93
Wealthminder
score

Lisa Haley (CRD# 4579362) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Weatherford, TX and has over 13 years of experience in the finance industry.

3
Daniel A. Rudnitsky
CRD#: 4920434
4800 Overton Plaza, Suite 300, Fort Worth, TX 76109
93
Wealthminder
score

Daniel Rudnitsky (CRD# 4920434) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 11 years of experience in the finance industry.

4
Deborah E. Smith
CRD#: 5890505
4800 Overton Plaza, Suite 300, Fort Worth, TX 76109
90
Wealthminder
score

Deborah Smith (CRD# 5890505) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 6 years of experience in the finance industry.

5
Megan Brown
CRD#: 6210885
4800 Overton Plaza, Suite 300, Fort Worth, TX 76109
89
Wealthminder
score

Megan Brown (CRD# 6210885) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.