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Chad Justin Smith

SMITH INVESTMENT ADVISOR, LLC·LUBBOCK, Texas
Unclaimed Profile
8008 SLIDE ROAD, LUBBOCK, TX 79424CRD# 6040463Firm CRD# 161954
01

About

Chad Justin Smith is a registered financial advisor based in LUBBOCK, Texas, affiliated with SMITH INVESTMENT ADVISOR, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SYNTAL CAPITAL PARTNERS, LLC
SYNTAL CAPITAL PARTNERS, LLC
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SYNTAL CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: WRAP PROGRAM FEE
Regulatory
SEC/IARD CRD# 6040463
Firm CRD# 161954
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Justin Smith offer?
Chad Justin Smith specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Chad Justin Smith's credentials?
Chad Justin Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Justin Smith located?
Chad Justin Smith is based in LUBBOCK, Texas, working with SMITH INVESTMENT ADVISOR, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Chad Justin Smith charge for services?
Chad Justin Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: wrap program fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMITH INVESTMENT ADVISOR, LLC?
SMITH INVESTMENT ADVISOR, LLC has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LUBBOCK
Susan Denise Smith — BONNER & SMITH, LLCWilliam Hamilton Lowell — LOWELL AND COMPANY INCEric Craig Mcdonald — ISLAY CAPITAL MANAGEMENT, LLCJeffrey Michael Mercer — ISLAY CAPITAL MANAGEMENT, LLCRaymond Keith Bonner — BONNER & SMITH, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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