SPRING HILL, TNCRD 333042Latest ADV March 18, 2026
Smith & Co Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spring Hill, TN. Its latest Form ADV filing, dated March 18, 2026, reports $118M in regulatory assets under management, 2 employees, and 331 accounts.
Top client segmentIndividuals represent 77.1% of total clients.
Top client categories% of clientsClients
1
Individuals
77.1%
162
2
HNWI
21.0%
44
3
Pension Plans
1.9%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of March 18, 2026
Discretionary97.5%
$115M
97% of total RAUM97.5%
Non-discretionary2.5%
$3M
3% of total RAUM2.5%
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$118M
Total Accounts331
10Y AUM Change+$118M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee105:1
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.