Smi Advisory Services, LLC
● SEC registered since 2005CRD 137872SEC# 801-64882Columbus, IN
Reg. AUM
$949M
Employees
5
Accounts
1,083
Location
Columbus, IN
Smi Advisory Services, LLC assets under management
Smi Advisory Services, LLC is an SEC-registered investment adviser based in Columbus, IN. The firm has been registered since 2005. It reports $949 million in regulatory assets under management and employs 5 people.
Smi Advisory Services, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Shayne Ayers Control | Managing Member | Under 5% | 2005 |
| Eric Stephen Collier Control | Managing Member | Under 5% | 2005 |
| Frederick Jacob Beerwart Control | Chief Compliance Officer | Under 5% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Smi Advisory Services, LLC manage?
Smi Advisory Services, LLC reports $949 million in regulatory assets under management on its Form ADV.
How many employees does Smi Advisory Services, LLC have?
Smi Advisory Services, LLC reports 5 employees.
Where is Smi Advisory Services, LLC located?
Smi Advisory Services, LLC is based in Columbus, IN and has been SEC-registered since 2005.
Does Smi Advisory Services, LLC disclose fund performance?
Smi Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4400 Ray Boll Blvd., Columbus, IN 47203 |
| Phone | 800-796-4975 |
| Fax | 502-991-8331 |
| Office hours | 8:30 a.m. To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$949M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$949Mregulatory AUM
Discretionary $949M