Smith & Co Advisory LLC
● SEC registered since 2024CRD 333042SEC# 801-131244Spring Hill, TN
Reg. AUM
$118.5M
Employees
2
Accounts
331
Location
Spring Hill, TN
Smith & Co Advisory LLC assets under management
Smith & Co Advisory LLC operates as an SEC-registered investment adviser based in Spring Hill, TN. The firm has been registered since 2024. It reports $118.5 million in regulatory assets under management and employs 2 people.
Smith & Co Advisory LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Ray Smith Control | Partner & Chief Compliance Officer | 50-75% | 2017 |
| The Brad Smith Tist Control | Member | 50-75% | 2024 |
| Laurie Ann Smith Control | Trustee | — | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Smith & Co Advisory LLC manage?
Smith & Co Advisory LLC reports $118.5 million in regulatory assets under management on its Form ADV.
How many employees does Smith & Co Advisory LLC have?
Smith & Co Advisory LLC reports 2 employees.
Where is Smith & Co Advisory LLC located?
Smith & Co Advisory LLC is based in Spring Hill, TN and has been SEC-registered since 2024.
Does Smith & Co Advisory LLC disclose fund performance?
Smith & Co Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5343 Main Street, Spring Hill, TN 37174 |
| Phone | (615) 682-4383 |
| Fax | (615) 791-5532 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118.5M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$118.5Mregulatory AUM
Discretionary $115.4MNon-discretionary $3M