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Building 2SMH CAPITAL ADVISORS LLC

Map pinFORT WORTH, TX
Phone817-569-7000
NotebookSEC #801-54089
Total AUM
$503.1M
Employees
7
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 S. HULEN ST.
SUITE 534
FORT WORTH
TX 76109
United States
Operating Hours
8:30 AM TO 3:30 PM
Monday - Friday
Phone
817-569-7000
Other Offices
2

ReceiptFinancials

Total AUM
$503.1M
Accounts
171
Discretionary
$503.1M
Accounts
171
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
161
AUM
$28.3M
HNW Individual Clients
6
AUM
$9.5M
Investment Company Clients
2
AUM
$98.1M
Pension/Profit Sharing Plan Clients
1
AUM
$349.7M
Insurance Company Clients
2
AUM
$13.1M
Corporation or Business Clients
1
AUM
$4.4M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAILKSLAMAMDMONHNJNMNYOHOKPATXVAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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