SMS CAPITAL MANAGEMENT
Total AUM
$111.5M
Employees
2Clients
93Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6575 WEST LOOP SOUTH
SUITE 603
BELLAIRE
TX 77401
United States
SUITE 603
BELLAIRE
TX 77401
United States
Operating Hours
8:00AM - 5:30PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
713-623-1534
Financials
Total AUM
$111.5M
Accounts
352Discretionary
$110.3M
Accounts
351Non-Discretionary
$1.2M
Accounts
1
Clients
Individual Clients
1AUM
$1.3M
HNW Individual Clients
91AUM
$107.8M
Corporation or Business Clients
1AUM
$2.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.