SALT LAKE CITY, UTCRD 110870Latest ADV August 8, 2025
Smedley Financial Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated August 8, 2025, reports $342M in regulatory assets under management, 10 employees, and 1,952 accounts.
Assets Under Management
$342M
Employees
10
Offices
--
Total Clients
779
Primary office
SALT LAKE CITY, UT
102 S. 200 E., SUITE 100, SALT LAKE CITY, UT, United States
Top client segmentIndividuals represent 90.1% of total clients.
Top client categories% of clientsClients
1
Individuals
90.1%
702
2
HNWI
9.2%
72
3
Corporations
0.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$342Mas of August 8, 2025
Discretionary100.0%
$342M
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$342M
Total Accounts1,952
10Y AUM Change+$155M (+83.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee78:1
10Y Employee Change+1 (+11.1%)
* 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.