Smi Advisory Services, LLC

Smi Advisory Services, LLC (CRD# 137872) is a financial advisory firm headquartered in Columbus, IN. They manage $455,679,368 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    456
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $91,135,874
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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.

IN

Financial Advisors at Smi Advisory Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Anthony S. Ayers
CRD#: 2503806
Columbus, IN
96
Wealthminder
score

Anthony Ayers (CRD# 2503806) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 22 years of experience in the finance industry.

2
Eric S. Collier
CRD#: 5052172
Candler, NC
96
Wealthminder
score

Eric Collier (CRD# 5052172) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Candler, NC and has over 16 years of experience in the finance industry.

3
Sandra Morrison
CRD#: 6113277
Columbus, IN
90
Wealthminder
score

Sandra Morrison (CRD# 6113277) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 3 years of experience in the finance industry.

4
Bryce W. Fathauer
CRD#: 6322824
Columbus, IN
88
Wealthminder
score

Bryce Fathauer (CRD# 6322824) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 2 years of experience in the finance industry.

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