Be advised. This firm is no longer registered.

The Smith Island Investment Co

The Smith Island Investment Co (CRD# 108515) is a financial advisory firm headquartered in Beaufort, SC. They manage $100,015,103 in 72 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $1,389,099
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC, VA

Financial Advisors at The Smith Island Investment Co
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.