SMITH FINANCIAL INVESTMENT ADVISORS, INC.

KOKOMO, Indiana·2 registered advisors·CRD# 154022
SEC# 801-714920765-459-4111
01

Firm Overview

AUM
$333M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SMITH FINANCIAL INVESTMENT ADVISORS, INC.

2 registered advisors
Aaron Taylor Smith
KOKOMO, Indiana
Richard Allen Smith
KOKOMO, Indiana
05

Office Locations

KOKOMO, Indiana
2 advisors

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Data sourced from SEC Form ADV filings. SMITH FINANCIAL INVESTMENT ADVISORS, INC. (CRD# 154022) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.