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
About Smith & Co Advisory
Smith & Co Advisory unites tax strategy and wealth management across accumulation, preservation, and distribution stages. It offers coordinated guidance on investments, asset protection, and structural planning.
Summary based on the firm’s website.
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 |
| Robert Cullen Ashworth Control | Trustee | — | 2024 |
Frequently 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, monthlyOct '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$118.5Mregulatory AUM
Discretionary $115.4MNon-discretionary $3M