Smith Capital Management, LLC

Smith Capital Management, LLC (CRD# 149968) is a financial advisory firm headquartered in , . They manage $8,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.smithcapmanagement.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Smith Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Smith III, financial advisor Loveland OH
Edward C. Smith III
CRD#: 2384354
Loveland, OH

Edward Smith (CRD# 2384354) is an Investment Advisor Representative working at Smith Capital Management, LLC in Loveland, OH and has over 22 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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