Smith Capital Investors, LLC

Fee-Only (% of Portfolio)

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Assets Under Management$13B

Clients6

Advisors4

Avg. per Client$2.2B

Avg. per Advisor$3.3B

www.linkedin.com/company/smith-capital-investors ·smithcapitalinvestors.com

Location

4 Advisors at this firm

Eric Bernum

Wade Clouse

William Mccurdy

Zachary Tucker