Smith Group Asset Management, LLC
● SEC registered since 2021CRD 313265SEC# 801-120777Dallas, TX
Reg. AUM
$2.21B
Employees
14
Accounts
2,324
Location
Dallas, TX
Smith Group Asset Management, LLC assets under management
Smith Group Asset Management, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2021. It reports $2.2 billion in regulatory assets under management and employs 14 people.
Smith Group Asset Management, LLC owners & executives
43 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Marc Brajer Control | General Counsel And Secretary | Under 5% | 2025 |
| Cantor Fitzgerald Investment Advisors Control | Managing Member | 50-75% | 2021 |
| John David Brim Control | President And Chief Investment Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Smith Group Asset Management, LLC manage?
Smith Group Asset Management, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Smith Group Asset Management, LLC have?
Smith Group Asset Management, LLC reports 14 employees.
Where is Smith Group Asset Management, LLC located?
Smith Group Asset Management, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Does Smith Group Asset Management, LLC disclose fund performance?
Smith Group Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Crescent Court, Dallas, TX 75201 |
| Phone | 214-880-4600 |
| Office hours | 8a.m.-5p.m. Est |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.21B▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$2.21Bregulatory AUM
Discretionary $2.21B