Smh Capital Advisors LLC
● SEC registered since 1997CRD 108344SEC# 801-54089Fort Worth, TX
Reg. AUM
$503.1M
Employees
7
Accounts
171
Location
Fort Worth, TX
Smh Capital Advisors LLC assets under management
Smh Capital Advisors LLC is an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 1997. It reports $503.1 million in regulatory assets under management and employs 7 people.
Smh Capital Advisors LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dwayne Alan Moyers Control | President, Chief Investment Officer And Board Of Managers | Under 5% | 2012 |
| Lisa Celeste Haley Control | Chief Compliance Officer | Under 5% | 2021 |
| Lisa Celeste Haley Control | Vice President | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Smh Capital Advisors LLC manage?
Smh Capital Advisors LLC reports $503.1 million in regulatory assets under management on its Form ADV.
How many employees does Smh Capital Advisors LLC have?
Smh Capital Advisors LLC reports 7 employees.
Where is Smh Capital Advisors LLC located?
Smh Capital Advisors LLC is based in Fort Worth, TX and has been SEC-registered since 1997.
Does Smh Capital Advisors LLC disclose fund performance?
Smh Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4200 S. Hulen St., Suite 534, Fort Worth, TX 76109 |
| Phone | 817-569-7000 |
| Fax | 817-887-5812 |
| Office hours | 8:30 a.m. To 3:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$503.1M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$503.1Mregulatory AUM
Discretionary $503.1M