SEC Form ADV

SMITH FINANCIAL

Firm profile: Smith Brothers Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIN
$456.9M
Assets Under Management
550
Total Clients
5
Employees
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Registration Details

Accession
CRD-154022
Location
KOKOMO, IN
Filing Date
March 27, 2026
AUM
$456.9M
Total Clients
550
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

SMITH FINANCIAL is a registered investment adviser headquartered in KOKOMO, IN, managing approximately $456.9M in assets across 550 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.