SEC Form ADV

SMITH FINANCIAL

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

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

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.