Unclaimed Profile

Jay Kelly White

SMITH CAPITAL MANAGEMENT INC·LITTLE ROCK, Arkansas

Clean recordSMITH CAPITAL MANAGEMENT INC

100 RIVER BLUFF DRIVE, SUITE 410, LITTLE ROCK, AR 72202CRD# 4271229Firm CRD# 104924

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Kelly White · LITTLE ROCK, AR

Registration

CRD #4271229 · SMITH CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jay Kelly White is a registered financial advisor based in LITTLE ROCK, Arkansas, affiliated with SMITH CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SMITH CAPITAL MANAGEMENT INC

AUM

$504M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SMITH CAPITAL MANAGEMENT INC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4271229

Firm CRD# 104924

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jay Kelly White offer?

Jay Kelly White specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are Jay Kelly White's credentials?

Jay Kelly White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Kelly White located?

Jay Kelly White is based in LITTLE ROCK, Arkansas, working with SMITH CAPITAL MANAGEMENT INC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does Jay Kelly White charge for services?

Jay Kelly White's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMITH CAPITAL MANAGEMENT INC?

SMITH CAPITAL MANAGEMENT INC has approximately 6 employees and manages $504M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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