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Smith Capital Investors, LLC

● SEC registered since 2018CRD 294402SEC# 801-113172Denver, CO
Export (members)
Reg. AUM
$13.11B
Employees
30
Accounts
6
Location
Denver, CO

Smith Capital Investors, LLC assets under management

Smith Capital Investors, LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2018. It reports $13.1 billion in regulatory assets under management and employs 30 people.

Smith Capital Investors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kendall Thornton KatskeeChief Financial OfficerUnder 5%2025
Michael Leon MulderChief Compliance OfficerUnder 5%2025
Richard Gibson Smith ControlCio/CeoOver 75%2017

Frequently asked questions

How much does Smith Capital Investors, LLC manage?

Smith Capital Investors, LLC reports $13.1 billion in regulatory assets under management on its Form ADV.

How many employees does Smith Capital Investors, LLC have?

Smith Capital Investors, LLC reports 30 employees.

Where is Smith Capital Investors, LLC located?

Smith Capital Investors, LLC is based in Denver, CO and has been SEC-registered since 2018.

Does Smith Capital Investors, LLC disclose fund performance?

Smith Capital Investors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1555 Blake Street, Suite 250, Denver, CO 80202-1866
Phone303-597-5555
Office hours6:00a.m. Mt - 5:00p.m. Mt
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$13.11B▲ 149%
Feb '25 — $5.27BMar '25 — $5.27BApr '25 — $5.27BMay '25 — $12.45BJun '25 — $12.45BJul '25 — $12.45BAug '25 — $12.45BSep '25 — $12.45BOct '25 — $12.45BNov '25 — $12.45BDec '25 — $12.45BJan '26 — $12.45BFeb '26 — $13.11BMar '26 — $13.11BApr '26 — $13.11BMay '26 — $13.11BJun '26 — $13.11B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers

Assets under management

$13.11Bregulatory AUM
Discretionary $13.11B