Smh Capital Advisors LLC

Smh Capital Advisors LLC (CRD# 108344) is a financial advisory firm headquartered in Fort Worth, TX. They manage $394,700,274 in 420 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    395
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $939,763
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Smh Capital Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
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 19 years of experience in the finance industry.

2
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 32 years of experience in the finance industry.

3
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 23 years of experience in the finance industry.

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