Smi Advisory Services, LLC

Smi Advisory Services, LLC (CRD# 137872) is a financial advisory firm headquartered in Columbus, IN. They manage $777,000,000 in 928 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    777
    MILLION
  • Total Number of Accounts
    928
    ACCOUNTS
  • Average Account Value
    $837,284
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI

Financial Advisors at Smi Advisory Services, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Anthony S. Ayers
CRD#: 2503806
4400 Ray Boll Blvd., Columbus, IN 47203

Anthony Ayers (CRD# 2503806) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 29 years of experience in the finance industry.

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

Eric Collier (CRD# 5052172) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Candler, NC and has over 24 years of experience in the finance industry.

3
Bryce W. Fathauer
CRD#: 6322824
4400 Ray Boll Blvd., Columbus, IN 47203

Bryce Fathauer (CRD# 6322824) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 9 years of experience in the finance industry.

4
Sandra Morrison
CRD#: 6113277
4400 Ray Boll Blvd., Columbus, IN 47203

Sandra Morrison (CRD# 6113277) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 11 years of experience in the finance industry.

5
Paul L. Wilkin
CRD#: 2233449
4400 Ray Boll Blvd., Columbus, IN 47203

Paul Wilkin (CRD# 2233449) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 28 years of experience in the finance industry.

6
Isaac Jones
CRD#: 7792931
4400 Ray Boll Blvd., Columbus, IN 47203

Isaac Jones (CRD# 7792931) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has 1 year of experience in the finance industry.

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