Smh Capital Advisors LLC

Smh Capital Advisors LLC (CRD# 108344) is a financial advisory firm headquartered in Fort Worth, TX. They manage $440,548,810 in 948 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    441
    MILLION
  • Total Number of Accounts
    948
    ACCOUNTS
  • Average Account Value
    $464,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Performance-based fees
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 9 years of experience in the finance industry.

2
Lisa C. Haley
CRD#: 4579362
4800 Overton Plaza, Suite 300, Fort Worth, TX 76109
93
Wealthminder
score

Lisa Haley (CRD# 4579362) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, 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
David B. Wayne
CRD#: 4179065
4800 Overton Plaza, Suite 300, Fort Worth, TX 76109
93
Wealthminder
score

David Wayne (CRD# 4179065) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 17 years of experience in the finance industry.

5
Megan Brown
CRD#: 6210885
4800 Overton Plaza, Suite 300, Fort Worth, TX 76109
90
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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