Wealth Manager
    SEC Registered

    Smi Advisory Services, LLC

    Registered investment advisor · Columbus, Indiana · CRD #137872

    Assets Under Management
    $949M
    Client Accounts
    1,083
    Employees
    5
    CRD Number
    137872
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Smi Advisory Services, LLC

    SMI Advisory Services, LLC is an investment management firm offering portfolio management, financial planning, and investment advisory services. Founded in 2005, it employs a quantitative approach to investing and serves clients across the United States. The firm has 2-10 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Smi Advisory Services, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Smi Advisory Services, LLC's AUM?

    Smi Advisory Services, LLC reports approximately $949M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Smi Advisory Services, LLC headquartered?

    Smi Advisory Services, LLC is headquartered in Columbus, Indiana.

    What is Smi Advisory Services, LLC's CRD number?

    Smi Advisory Services, LLC's CRD number is 137872. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Smi Advisory Services, LLC manage?

    Smi Advisory Services, LLC manages approximately 1,083 client accounts according to its latest SEC filing.

    Is Smi Advisory Services, LLC SEC registered?

    Yes, Smi Advisory Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Indiana

    40/86 Advisors, Inc.
    Carmel, IN · $30.5B AUM
    Oneamerica Asset Management, LLC
    Indianapolis, IN · $24.4B AUM
    Oxford Financial Group, Ltd
    Carmel, IN · $23.3B AUM
    Sapient Capital LLC
    Indianapolis, IN · $13.8B AUM
    Valeo Financial Advisors, LLC
    Carmel, IN · $13B AUM
    Shepherd Financial Investment Advisory LLC
    Carmel, IN · $6.2B AUM
    See all top RIA firms in Indiana →

    Research firms like Smi Advisory Services, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial