Chas. P. Smith & Associates, PA, Cpa's
● SEC registered since 1989CRD 104914SEC# 801-35294Lakeland, FL
Reg. AUM
$2.89B
Employees
60
Accounts
7,364
Location
Lakeland, FL
Chas. P. Smith & Associates, PA, Cpa's assets under management
Chas. P. Smith & Associates, PA, Cpa's operates as an SEC-registered investment adviser based in Lakeland, FL. The firm has been registered since 1989. It reports $2.9 billion in regulatory assets under management and employs 60 people.
Chas. P. Smith & Associates, PA, Cpa's owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Mario Corrao Control | Financial Planning Director/Partner | Under 5% | 2023 |
| Erica Marie Lupercio Control | Brand Director/Partner | Under 5% | 2023 |
| Leigh Ann Davis Control | Chief Operating Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Chas. P. Smith & Associates, PA, Cpa's manage?
Chas. P. Smith & Associates, PA, Cpa's reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Chas. P. Smith & Associates, PA, Cpa's have?
Chas. P. Smith & Associates, PA, Cpa's reports 60 employees.
Where is Chas. P. Smith & Associates, PA, Cpa's located?
Chas. P. Smith & Associates, PA, Cpa's is based in Lakeland, FL and has been SEC-registered since 1989.
Does Chas. P. Smith & Associates, PA, Cpa's disclose fund performance?
Chas. P. Smith & Associates, PA, Cpa's is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 205 East Orange Street #310, Lakeland, FL 33801-4611 |
| Phone | 863-688-1725 |
| Fax | 888-972-5548 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.89B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$2.89Bregulatory AUM
Discretionary $2.88BNon-discretionary $5.9M