Smh Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 19, 2026, reports $503M in regulatory assets under management, 7 employees, 2 offices, and 171 accounts.
Assets Under Management
$503M
Employees
7
Offices
2 offices
Total Clients
171
Primary office
FORT WORTH, TX
4200 S. HULEN ST., SUITE 534, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.2% of total clients.
Top client categories% of clientsClients
1
Individuals
94.2%
161
2
HNWI
3.5%
6
3
Investment Cos.
1.2%
2
4
Insurance Cos.
1.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$503Mas of March 19, 2026
Discretionary100.0%
$503M
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$503M
Total Accounts171
10Y AUM Change+$63M (+14.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee24:1
10Y Employee Change-4 (-36.4%)
* 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.