Smi Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, IN. Its latest Form ADV filing, dated January 15, 2026, reports $949M in regulatory assets under management, 5 employees, and 1,083 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.7% of total clients.
Top client categories% of clientsClients
1
Individuals
99.7%
1,080
2
Investment Cos.
0.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$949Mas of January 15, 2026
Discretionary100.0%
$949M
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$949M
Total Accounts1,083
10Y AUM Change+$525M (+123.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee217:1
10Y Employee Change0 (0.0%)
* 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.