Smith Anglin Financial, LLC

Smith Anglin Financial, LLC (CRD# 144386) is a financial advisory firm headquartered in Dallas, TX. They manage $553,986,301 in 2,422 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    554
    MILLION
  • Total Number of Accounts
    2,422
    ACCOUNTS
  • Average Account Value
    $228,731
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
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.

AR, AZ, CA, FL, GA, IL, KY, LA, MD, MI, MN, MS, NC, NE, NH, NJ, NV, NY, OK, PA, SC, TN, TX, VA, WA

Financial Advisors at Smith Anglin Financial, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Joshua Hersh
CRD#: 5607709
16000 Dallas Parkway, Suite 850, Dallas, TX 75248
100
Wealthminder
score
Joshua Hersh (CRD# 5607709) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 8 years of experience in the finance industry.
2
David Camarillo
CRD#: 5046278
16000 Dallas Parkway, Suite 850, Dallas, TX 75248
96
Wealthminder
score

David Camarillo (CRD# 5046278) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 12 years of experience in the finance industry. David Camarillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher B. Lott
CRD#: 2060327
16000 Dallas Parkway, Suite 850, Dallas, TX 75248
96
Wealthminder
score

Christopher Lott (CRD# 2060327) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 27 years of experience in the finance industry. Christopher Lott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Roger V. Meadors
CRD#: 5839404
16000 Dallas Parkway, Suite 850, Dallas, TX 75248
96
Wealthminder
score

Roger Meadors (CRD# 5839404) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 7 years of experience in the finance industry. Roger Meadors has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Henry N. Mulvihill
CRD#: 1685521
16000 Dallas Parkway, Suite 850, Dallas, TX 75248
96
Wealthminder
score

Henry Mulvihill (CRD# 1685521) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 30 years of experience in the finance industry. Henry Mulvihill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Steven W. Anglin
CRD#: 2198081
16000 Dallas Parkway, Suite 850, Dallas, TX 75248
93
Wealthminder
score

Steven Anglin (CRD# 2198081) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 26 years of experience in the finance industry.

7
Erick B. Dahl
CRD#: 4710325
16000 Dallas Parkway, Suite 850, Dallas, TX 75248
93
Wealthminder
score

Erick Dahl (CRD# 4710325) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

8
Dan C. Drummond
CRD#: 4516012
16000 Dallas Parkway, Suite 850, Dallas, TX 75248
93
Wealthminder
score

Dan Drummond (CRD# 4516012) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 13 years of experience in the finance industry.

9
Regis S. Moxley
CRD#: 2861894
16000 Dallas Parkway, Suite 850, Dallas, TX 75248
93
Wealthminder
score

Regis Moxley (CRD# 2861894) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 21 years of experience in the finance industry.

10
Weston A. Pollock
CRD#: 2058446
16000 Dallas Parkway, Suite 850, Dallas, TX 75248
93
Wealthminder
score

Weston Pollock (CRD# 2058446) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 16 years of experience in the finance industry.

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