Smith Moore & Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Clayton, MO. Its latest Form ADV filing, dated March 31, 2026, reports $2.4B in regulatory assets under management, 65 employees, 9 offices, and 5,865 accounts.
Assets Under Management
$2.4B
Employees
65
Offices
9 offices
Total Clients
4,142
Primary office
CLAYTON, MO
7777 BONHOMME AVENUE, SUITE 2400, CLAYTON, MO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.6% of total clients.
Top client categories% of clientsClients
1
Individuals
68.6%
2,841
2
HNWI
30.3%
1,254
3
Pension Plans
0.4%
18
4
Corporations
0.4%
16
5
Charitable
0.2%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 31, 2026
Discretionary88.8%
$2.1B
89% of total RAUM88.8%
Non-discretionary11.2%
$266M
11% of total RAUM11.2%
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.
Latest AUM$2.4B
Total Accounts5,865
10Y AUM Change+$1.6B (+217.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees65
Clients per Employee64:1
10Y Employee Change+11 (+20.4%)
* 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.