LP Profile

Smith Affiliated Capital

Also known as smith affiliated

Wealth ManagerNew York, United StatesFounded 1982
$1.7B
Assets Under Management
New York
Headquarters
Investment Focus

About Smith Affiliated Capital

Smith Affiliated Capital is a woman-owned, independent investment advisory firm headquartered in New York City, founded in 1982, with about $1.7 billion in assets under management. It actively manages high-quality separately managed portfolios for institutions and individuals. The firm was founded by Dr. Robert G. Smith, an academic and political economist who applied macroeconomics, quantitative thinking and fundamental research to separate account management. It emphasises transparency, liquidity and stability in portfolios. As an independent registered investment adviser, it states that its compensation is tied to the growth of client investments and that it holds itself to fiduciary standards.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Smith Affiliated Capital from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.7B
Total Clients
197
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Smith Affiliated Capital?

Smith Affiliated Capital is a wealth manager based in New York, United States, managing approximately $1.7B in assets.

Where is Smith Affiliated Capital headquartered?

Smith Affiliated Capital is headquartered in New York, United States.

How much does Smith Affiliated Capital manage?

Smith Affiliated Capital manages approximately $1.7B in assets under management.

When was Smith Affiliated Capital founded?

Smith Affiliated Capital was founded in 1982.

How can I contact Smith Affiliated Capital?

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