Philosmith Capital Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 26, 2026, reports $380M in regulatory assets under management, 9 employees, and 3 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentInsurance Cos. represent 66.7% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
66.7%
2
2
Pooled Investment Vehicles
33.3%
1
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$380Mas of March 26, 2026
Discretionary100.0%
$380M
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.
Total AUM$380M
Total Accounts3
10Y AUM Change+$240M (+171.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee0:1
10Y Employee Change+2 (+28.6%)
* 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.