Smi Advisory Services, LLC

Smi Advisory Services, LLC (CRD# 137872) is a financial advisory firm headquartered in Columbus, IN. They manage $475,786,000 in 251 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    476
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $1,895,562
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, CA, CO, FL, GA, IL, IN, KY, MA, MN, NC, NE, NH, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Smi Advisory Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Anthony S. Ayers
CRD#: 2503806
Columbus, IN 47203

Anthony Ayers (CRD# 2503806) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 25 years of experience in the finance industry.

2
Bryce W. Fathauer
CRD#: 6322824
Columbus, IN 47203

Bryce Fathauer (CRD# 6322824) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 5 years of experience in the finance industry.

3
Sandra Morrison
CRD#: 6113277
Columbus, IN 47203

Sandra Morrison (CRD# 6113277) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 7 years of experience in the finance industry.

4
Paul L. Wilkin
CRD#: 2233449
Columbus, IN 47203

Paul Wilkin (CRD# 2233449) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 24 years of experience in the finance industry. Paul Wilkin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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