Smith Group Asset Management is an SEC registered investment adviser organized as a partnership with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 26, 2026, reports $182M in regulatory assets under management, 13 employees, and 2 accounts.
Assets Under Management
$182M
Employees
13
Offices
--
Total Clients
<5
Primary office
DALLAS, TX
100 CRESCENT COURT, SUITE 1150, DALLAS, TX, United States
Top client segmentGovernment represent 100.0% of total clients.
Top client categories% of clientsClients
1
Government
100.0%
2
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$182Mas of March 26, 2026
Discretionary100.0%
$182M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$182M
Total Accounts2
10Y AUM Change$-3.5B (-95.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee0:1
10Y Employee Change-5 (-27.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.