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).
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Total Assets Under Management395MILLION
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Total Number of Accounts420ACCOUNTS
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Average Account Value$939,763
- A percentage of assets under your management
- Hourly charges
- Commissions
- 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
AZ, CA, CO, CT, FL, GA, IL, KS, LA, MA, MD, MO, NH, NJ, NM, NY, OH, OK, PA, TX, VA, WI, WY
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.
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.
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.