Smith Bruer is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tallahassee, FL. Its latest Form ADV filing, dated March 4, 2026, reports $238M in regulatory assets under management, 6 employees, 2 offices, and 458 accounts.
Assets Under Management
$238M
Employees
6
Offices
2 offices
Total Clients
270
Primary office
TALLAHASSEE, FL
1700 SUMMIT LAKE DRIVE, SUITE 102, TALLAHASSEE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.0% of total clients.
Top client categories% of clientsClients
1
Individuals
70.0%
189
2
HNWI
22.6%
61
3
Pension Plans
7.4%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$238Mas of March 4, 2026
Discretionary72.6%
$173M
73% of total RAUM72.6%
Non-discretionary27.4%
$65M
27% of total RAUM27.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$238M
Total Accounts458
10Y AUM Change+$138M (+136.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee45:1
10Y Employee Change+1 (+20.0%)
* 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.