Smith Capital Investors, LLC

Smith Capital Investors, LLC (CRD# 294402) is a financial advisory firm headquartered in Denver, CO. They manage $3,715,424,606 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1430 Blake Street, Denver, CO 80202
https://www.linkedin.com/company/smith-capital-investors/
By the Numbers
  • Total Assets Under Management
    3,715
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $1,857,712,303
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
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Smith Capital Investors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Eric Bernum, financial advisor Denver CO
Eric Bernum
CRD#: 4897273
1430 Blake Street, Denver, CO 80202

Eric Bernum (CRD# 4897273) is an Investment Advisor Representative working at Smith Capital Investors, LLC in Denver, CO and has 1 year of experience in the finance industry.

2
Wade Clouse, financial advisor Denver CO
Wade A. Clouse
CRD#: 3248313
1430 Blake Street, Denver, CO 80202

Wade Clouse (CRD# 3248313) is an Investment Advisor Representative working at Smith Capital Investors, LLC in Denver, CO and has over 24 years of experience in the finance industry.

3
William McCurdy, financial advisor Denver CO
William C. McCurdy
CRD#: 7193529
1430 Blake Street, Denver, CO 80202

William McCurdy (CRD# 7193529) is an Investment Advisor Representative working at Smith Capital Investors, LLC in Denver, CO and has over 3 years of experience in the finance industry.

4
Zachary Tucker, financial advisor Denver CO
Zachary C. Tucker
CRD#: 5020159
1430 Blake Street, Denver, CO 80202

Zachary Tucker (CRD# 5020159) is an Investment Advisor Representative working at Smith Capital Investors, LLC in Denver, CO and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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