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Steven Walker Smith

CHI-RHO FINANCIAL, LLC·PEACHTREE CORNERS, Georgia
Unclaimed Profile
3295 RIVER EXCHANGE DRIVE, PEACHTREE CORNERS, GA 30092CRD# 6012191Firm CRD# 138947
01

About

Steven Walker Smith is a registered financial advisor based in PEACHTREE CORNERS, Georgia, affiliated with CHI-RHO FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CHI-RHO FINANCIAL, LLC
CHI-RHO FINANCIAL, LLC
AUM
$981M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CHI-RHO FINANCIAL, LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6012191
Firm CRD# 138947
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Walker Smith offer?
Steven Walker Smith specializes in Investment Management, Retirement Planning. Contact their office in PEACHTREE CORNERS, Georgia for a consultation.
What are Steven Walker Smith's credentials?
Steven Walker Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Walker Smith located?
Steven Walker Smith is based in PEACHTREE CORNERS, Georgia, working with CHI-RHO FINANCIAL, LLC. Their office serves clients in the PEACHTREE CORNERS metropolitan area and surrounding communities.
How does Steven Walker Smith charge for services?
Steven Walker Smith's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHI-RHO FINANCIAL, LLC?
CHI-RHO FINANCIAL, LLC has approximately 13 employees and manages $981M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PEACHTREE CORNERS
John Lee Walsh — PURSELL MANAGEMENT CO. LLCCharles Ray Tyler — FINANCIAL ADVISORY CONSULTANTS,INC.William Radford Aldridge — CHI-RHO FINANCIAL, LLCDavid Claude Pursell — PURSELL MANAGEMENT CO. LLCDaniel Adam Mack — PURSELL MANAGEMENT CO. LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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