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James Byrun Smith

ACCOLADE INVESTMENT ADVISORY, LLC·TALLAHASEE, Florida
Unclaimed Profile
3692 COOLIDGE COURT, TALLAHASEE, FL 32311CRD# 5657573Firm CRD# 145635
01

About

James Byrun Smith is a registered financial advisor based in TALLAHASEE, Florida, affiliated with ACCOLADE INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
ACCOLADE INVESTMENT ADVISORY, LLC
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
AUM
$1.4B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5657573
Firm CRD# 145635
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Byrun Smith offer?
James Byrun Smith specializes in Wealth Management. Contact their office in TALLAHASEE, Florida for a consultation.
What are James Byrun Smith's credentials?
James Byrun Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Byrun Smith located?
James Byrun Smith is based in TALLAHASEE, Florida, working with ACCOLADE INVESTMENT ADVISORY, LLC. Their office serves clients in the TALLAHASEE metropolitan area and surrounding communities.
How does James Byrun Smith charge for services?
James Byrun Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCOLADE INVESTMENT ADVISORY, LLC?
ACCOLADE INVESTMENT ADVISORY, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TALLAHASEE
Mary Kathleen Fisher — ACCOLADE INVESTMENT ADVISORY, LLCBrad Lee Miller — ACCOLADE INVESTMENT ADVISORY, LLCDaniel Edward Kelley — ACCOLADE INVESTMENT ADVISORY, LLCRobert Frederick Schleiter — ACCOLADE INVESTMENT ADVISORY, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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