Smith Financial Investment Advisors, Inc.

Smith Financial Investment Advisors, Inc. (CRD# 154022) is a financial advisory firm headquartered in Kokomo, IN. They manage $332,832,586 in 594 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    333
    MILLION
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $560,324
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN

Financial Advisors at Smith Financial Investment Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Aaron T. Smith
CRD#: 4233192
1830 S. Plate St., Kokomo, IN 46902

Aaron Smith (CRD# 4233192) is an Investment Advisor Representative working at Smith Financial Investment Advisors, Inc. in Kokomo, IN and has over 23 years of experience in the finance industry.

2
Richard A. Smith
CRD#: 1353025
1830 S. Plate St., Kokomo, IN 46902

Richard Smith (CRD# 1353025) is an Investment Advisor Representative working at Smith Financial Investment Advisors, Inc. in Kokomo, IN and has over 38 years of experience in the finance industry.

3
Blake W. Brutus
CRD#: 7238751
1830 S. Plate St., Kokomo, IN 46902

Blake Brutus (CRD# 7238751) is an Investment Advisor Representative working at Smith Financial Investment Advisors, Inc. in Kokomo, IN and has over 3 years of experience in the finance industry.

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