SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.**
CRD #107827 SEC #801-36485 HOUSTON, TX 713-227-1100
SEC Registered
Total AUM
$829.2M
Discretionary
$829.2M
Employees
15
Clients
0
Accounts
37
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $829.2M | $829.2M | $0 | 15 | 0 |
| Mar 2023 | $829.2M | $829.2M | $0 | 15 | 0 |
| Dec 2022 | $862.9M | $862.9M | $0 | 17 | 0 |
| Aug 2022 | $4.4B | $4.4B | $50.1K | 25 | 0 |
| Mar 2022 | $4.4B | $4.4B | $50.1K | 25 | 0 |
| Mar 2022 | $4.4B | $4.4B | $50.1K | 25 | 0 |
| Mar 2021 | $5.4B | $5.4B | $50K | 28 | 0 |
| Sep 2020 | $5.4B | $5.4B | $50K | 27 | 0 |
| Apr 2020 | $6B | $6B | $25.6M | 38 | 0 |
| Mar 2020 | $6B | $6B | $25.6M | 38 | 0 |
| Mar 2019 | $6.1B | $6.1B | $77.9K | 40 | 0 |
| Jun 2018 | $6.3B | $6.3B | $76K | 36 | 0 |
| Jun 2018 | $6.3B | $6.3B | $76K | 36 | 0 |
| Apr 2018 | $6.3B | $6.3B | $76K | 36 | 0 |
| Mar 2018 | $5.8B | $5.8B | $76K | 36 | 0 |
| Mar 2017 | $6.4B | $6.4B | $75.6K | 35 | 26 |
| Mar 2016 | $5.4B | $5.4B | $90.1K | 28 | 26 |
| Mar 2015 | $6B | $6B | $110.1K | 25 | 26 |
| Oct 2014 | $5.6B | $5.5B | $21.1M | 26 | 26 |
| Apr 2014 | $5.6B | $5.5B | $21.1M | 26 | 26 |
| Mar 2013 | $5.3B | $5.2B | $109.5M | 26 | 26 |
| Dec 2012 | $5B | $5B | $25.3M | 26 | 26 |
| Mar 2012 | $5B | $5B | $25.3M | 11 | 26 |
| Jun 2011 | $5B | $4.7B | $286.1M | -- | -- |
| Mar 2011 | $5B | $4.7B | $286.1M | -- | -- |
| Mar 2010 | $4.9B | $4.9B | $0 | -- | -- |
| Mar 2008 | $2.8B | $2.8B | $0 | -- | -- |
| Mar 2007 | $2.3B | $2.3B | $0 | -- | -- |
| Apr 2004 | $2.4B | $2.4B | $0 | -- | -- |
| Apr 2002 | $1.9B | $1.9B | $0 | -- | -- |
| Jul 2001 | $1.8B | $1.8B | $0 | -- | -- |
| Jul 2001 | $1.8B | $1.8B | $0 | -- | -- |
DateApr 2023
Total AUM$829.2M
Discretionary$829.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$829.2M
Discretionary$829.2M
Non-Disc.$0
Employees15
Clients0
DateDec 2022
Total AUM$862.9M
Discretionary$862.9M
Non-Disc.$0
Employees17
Clients0
DateAug 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$50.1K
Employees25
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$50.1K
Employees25
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$50.1K
Employees25
Clients0
DateMar 2021
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$50K
Employees28
Clients0
DateSep 2020
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$50K
Employees27
Clients0
DateApr 2020
Total AUM$6B
Discretionary$6B
Non-Disc.$25.6M
Employees38
Clients0
DateMar 2020
Total AUM$6B
Discretionary$6B
Non-Disc.$25.6M
Employees38
Clients0
DateMar 2019
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$77.9K
Employees40
Clients0
DateJun 2018
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$76K
Employees36
Clients0
DateJun 2018
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$76K
Employees36
Clients0
DateApr 2018
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$76K
Employees36
Clients0
DateMar 2018
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$76K
Employees36
Clients0
DateMar 2017
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$75.6K
Employees35
Clients26
DateMar 2016
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$90.1K
Employees28
Clients26
DateMar 2015
Total AUM$6B
Discretionary$6B
Non-Disc.$110.1K
Employees25
Clients26
DateOct 2014
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$21.1M
Employees26
Clients26
DateApr 2014
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$21.1M
Employees26
Clients26
DateMar 2013
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$109.5M
Employees26
Clients26
DateDec 2012
Total AUM$5B
Discretionary$5B
Non-Disc.$25.3M
Employees26
Clients26
DateMar 2012
Total AUM$5B
Discretionary$5B
Non-Disc.$25.3M
Employees11
Clients26
DateJun 2011
Total AUM$5B
Discretionary$4.7B
Non-Disc.$286.1M
Employees--
Clients--
DateMar 2011
Total AUM$5B
Discretionary$4.7B
Non-Disc.$286.1M
Employees--
Clients--
DateMar 2010
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--