Smh Capital Advisors LLC

Smh Capital Advisors LLC (CRD# 108344) is a financial advisory firm headquartered in Fort Worth, TX. They manage $303,104,326 in 333 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
4200 S. Hulen St., Suite 534, Fort Worth, TX 76109
http://www.smhca.com
By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $910,223
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
  • Pension consulting services
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.

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MO, NH, NJ, NM, NY, OH, OK, PA, TX, VA, WI, WY

Financial Advisors at Smh Capital Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jenny Don Carlos, financial advisor Fort Worth TX
Jenny Don Carlos
CRD#: 5454175
4200 S. Hulen St., Suite 534, Fort Worth, TX 76109

Jenny Don Carlos (CRD# 5454175) 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.

2
Lisa Haley, financial advisor Weatherford TX
Lisa C. Haley
CRD#: 4579362
101 York Avenue, Weatherford, TX 76086

Lisa Haley (CRD# 4579362) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Weatherford, TX and has over 16 years of experience in the finance industry.

3
Dwayne Moyers, financial advisor Fort Worth TX
Dwayne A. Moyers
CRD#: 1850654
4200 S. Hulen St., Suite 534, Fort Worth, TX 76109

Dwayne Moyers (CRD# 1850654) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 29 years of experience in the finance industry.

4
Daniel Rudnitsky, financial advisor Fort Worth TX
Daniel A. Rudnitsky
CRD#: 4920434
4200 S. Hulen St., Suite 534, Fort Worth, TX 76109

Daniel Rudnitsky (CRD# 4920434) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 14 years of experience in the finance industry.

5
David Wayne, financial advisor Fort Worth TX
David B. Wayne
CRD#: 4179065
4200 S. Hulen St., Suite 534, Fort Worth, TX 76109

David Wayne (CRD# 4179065) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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