SMH CAPITAL ADVISORS LLC
CRD #108344 SEC #801-54089 FORT WORTH, TX 817-569-7000
SEC Registered
Total AUM
$419.7M
Discretionary
$419.7M
Employees
4
Clients
0
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $419.7M | $419.7M | $0 | 4 | 0 |
| Dec 2024 | $394.7M | $381.5M | $13.2M | 4 | 214 |
| Apr 2024 | $394.7M | $381.5M | $13.2M | 4 | 214 |
| Apr 2024 | $394.7M | $381.5M | $13.2M | 4 | 214 |
| Feb 2024 | $394.7M | $381.5M | $13.2M | 4 | 214 |
| Jun 2023 | $370.5M | $370.5M | $0 | 3 | 0 |
| Mar 2023 | $370.5M | $370.5M | $0 | 3 | 0 |
| Mar 2022 | $426.7M | $413.8M | $12.9M | 8 | 0 |
| Aug 2021 | $323.1M | $310.7M | $12.4M | 8 | 0 |
| Mar 2021 | $323.1M | $310.7M | $12.4M | 8 | 0 |
| Jun 2020 | $303.1M | $303.1M | $0 | 7 | 0 |
| Mar 2020 | $303.1M | $303.1M | $0 | 7 | 0 |
| Aug 2019 | $317.6M | $306.4M | $11.2M | 9 | 0 |
| Apr 2019 | $317.6M | $306.4M | $11.2M | 9 | 0 |
| Mar 2019 | $317.6M | $306.4M | $11.2M | 9 | 0 |
| Jan 2019 | $408.2M | $408.2M | $0 | 7 | 0 |
| Nov 2018 | $408.2M | $408.2M | $0 | 7 | 0 |
| Jul 2018 | $408.2M | $408.2M | $0 | 7 | 0 |
| Mar 2018 | $408.2M | $408.2M | $0 | 7 | 0 |
| Dec 2017 | $440.5M | $427.6M | $12.9M | 11 | 499 |
| Aug 2017 | $440.5M | $427.6M | $12.9M | 11 | 1,000 |
| Aug 2017 | $440.5M | $427.6M | $12.9M | 11 | 1,000 |
| Aug 2017 | $440.5M | $427.6M | $12.9M | 11 | 1,000 |
| Aug 2017 | $440.5M | $427.6M | $12.9M | 11 | 1,000 |
| Jul 2017 | $440.5M | $427.6M | $12.9M | 11 | 1,000 |
| Jun 2017 | $440.5M | $427.6M | $12.9M | 11 | 1,000 |
| Mar 2017 | $440.5M | $427.6M | $12.9M | 11 | 1,000 |
| Mar 2017 | $440.5M | $427.6M | $12.9M | 11 | 1,000 |
| Jul 2016 | $339.8M | $326.7M | $13.1M | 11 | 1,000 |
| Jun 2016 | $339.8M | $326.7M | $13.1M | 11 | 1,000 |
| Mar 2016 | $339.8M | $326.7M | $13.1M | 11 | 1,000 |
| Oct 2015 | $885M | $885M | $0 | 11 | 1,400 |
| Oct 2015 | $885M | $885M | $0 | 11 | 1,400 |
| Mar 2015 | $885M | $885M | $0 | 11 | 1,400 |
| Sep 2014 | $1.3B | $1.3B | $0 | 13 | 1,800 |
| Aug 2014 | $1.3B | $1.3B | $0 | 13 | 1,800 |
| Jul 2014 | $1.3B | $1.3B | $0 | 13 | 1,800 |
| May 2014 | $1.3B | $1.3B | $0 | 13 | 1,800 |
| Mar 2014 | $1.3B | $1.3B | $0 | 13 | 1,800 |
| Jan 2014 | $1.5B | $1.5B | $0 | 15 | 1,900 |
| Oct 2013 | $1.5B | $1.5B | $0 | 15 | 1,900 |
| Sep 2013 | $1.5B | $1.5B | $0 | 15 | 1,900 |
| Jun 2013 | $1.5B | $1.5B | $0 | 15 | 1,900 |
| May 2013 | $1.5B | $1.5B | $0 | 15 | 1,900 |
| Mar 2013 | $1.5B | $1.5B | $0 | 15 | 1,900 |
| Nov 2012 | $1.5B | $1.5B | $0 | 19 | 1,800 |
| Sep 2012 | $1.5B | $1.5B | $0 | 11 | 1,800 |
| Sep 2012 | $1.5B | $1.5B | $0 | 11 | 1,800 |
| Sep 2012 | $1.5B | $1.5B | $0 | 11 | 1,800 |
| Aug 2012 | $1.5B | $1.5B | $0 | 11 | 1,800 |
| Apr 2012 | $1.5B | $1.5B | $0 | 11 | 1,800 |
| Mar 2012 | $1.5B | $1.5B | $0 | 11 | 1,800 |
| Nov 2011 | $1.7B | $1.7B | $0 | 11 | 2,000 |
| Jun 2011 | $1.7B | $1.7B | $0 | -- | -- |
| Jun 2011 | $1.7B | $1.7B | $0 | -- | -- |
| Apr 2011 | $1.7B | $1.7B | $0 | -- | -- |
| Mar 2011 | $1.6B | $1.6B | $0 | -- | -- |
| Jan 2011 | $1.6B | $1.6B | $0 | -- | -- |
| Sep 2010 | $1.6B | $1.6B | $0 | -- | -- |
| Apr 2009 | $1.1B | $1.1B | $0 | 10 | -- |
| Apr 2009 | $1.1B | $1.1B | $0 | 10 | -- |
| Jan 2008 | $1.9B | $1.9B | $53.5M | -- | -- |
| Jan 2008 | $1.9B | $1.9B | $53.5M | -- | -- |
| Oct 2007 | $1.9B | $1.9B | $53.5M | -- | -- |
| Apr 2007 | $1.9B | $1.9B | $53.5M | -- | -- |
| Mar 2007 | $1.9B | $1.9B | $53.5M | -- | -- |
| Mar 2006 | $2.2B | $1.4B | $872.3M | 51 | -- |
| Jan 2006 | $1.7B | $1B | $710.8M | 51 | -- |
| Dec 2005 | $1.7B | $1B | $710.8M | 51 | -- |
| Sep 2005 | $1.7B | $1B | $710.8M | 51 | -- |
| May 2005 | $1.7B | $1B | $710.8M | 51 | -- |
| May 2004 | $1.3B | $776.2M | $478.6M | 51 | -- |
| Mar 2004 | $1.3B | $776.2M | $478.6M | 51 | -- |
| Dec 2003 | $527.9M | $467.2M | $60.7M | -- | -- |
| Apr 2002 | $447.5M | $332.2M | $115.2M | -- | -- |
| Apr 2002 | $447.5M | $332.2M | $115.2M | -- | -- |
| Mar 2002 | $251M | $146M | $105.1M | -- | -- |
| May 2001 | $179.2M | $129.4M | $49.8M | 10 | -- |
DateMar 2025
Total AUM$419.7M
Discretionary$419.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$394.7M
Discretionary$381.5M
Non-Disc.$13.2M
Employees4
Clients214
DateApr 2024
Total AUM$394.7M
Discretionary$381.5M
Non-Disc.$13.2M
Employees4
Clients214
DateApr 2024
Total AUM$394.7M
Discretionary$381.5M
Non-Disc.$13.2M
Employees4
Clients214
DateFeb 2024
Total AUM$394.7M
Discretionary$381.5M
Non-Disc.$13.2M
Employees4
Clients214
DateJun 2023
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$426.7M
Discretionary$413.8M
Non-Disc.$12.9M
Employees8
Clients0
DateAug 2021
Total AUM$323.1M
Discretionary$310.7M
Non-Disc.$12.4M
Employees8
Clients0
DateMar 2021
Total AUM$323.1M
Discretionary$310.7M
Non-Disc.$12.4M
Employees8
Clients0
DateJun 2020
Total AUM$303.1M
Discretionary$303.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$303.1M
Discretionary$303.1M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$317.6M
Discretionary$306.4M
Non-Disc.$11.2M
Employees9
Clients0
DateApr 2019
Total AUM$317.6M
Discretionary$306.4M
Non-Disc.$11.2M
Employees9
Clients0
DateMar 2019
Total AUM$317.6M
Discretionary$306.4M
Non-Disc.$11.2M
Employees9
Clients0
DateJan 2019
Total AUM$408.2M
Discretionary$408.2M
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$408.2M
Discretionary$408.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$408.2M
Discretionary$408.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$408.2M
Discretionary$408.2M
Non-Disc.$0
Employees7
Clients0
DateDec 2017
Total AUM$440.5M
Discretionary$427.6M
Non-Disc.$12.9M
Employees11
Clients499
DateAug 2017
Total AUM$440.5M
Discretionary$427.6M
Non-Disc.$12.9M
Employees11
Clients1,000
DateAug 2017
Total AUM$440.5M
Discretionary$427.6M
Non-Disc.$12.9M
Employees11
Clients1,000
DateAug 2017
Total AUM$440.5M
Discretionary$427.6M
Non-Disc.$12.9M
Employees11
Clients1,000
DateAug 2017
Total AUM$440.5M
Discretionary$427.6M
Non-Disc.$12.9M
Employees11
Clients1,000
DateJul 2017
Total AUM$440.5M
Discretionary$427.6M
Non-Disc.$12.9M
Employees11
Clients1,000
DateJun 2017
Total AUM$440.5M
Discretionary$427.6M
Non-Disc.$12.9M
Employees11
Clients1,000
DateMar 2017
Total AUM$440.5M
Discretionary$427.6M
Non-Disc.$12.9M
Employees11
Clients1,000
DateMar 2017
Total AUM$440.5M
Discretionary$427.6M
Non-Disc.$12.9M
Employees11
Clients1,000
DateJul 2016
Total AUM$339.8M
Discretionary$326.7M
Non-Disc.$13.1M
Employees11
Clients1,000
DateJun 2016
Total AUM$339.8M
Discretionary$326.7M
Non-Disc.$13.1M
Employees11
Clients1,000
DateMar 2016
Total AUM$339.8M
Discretionary$326.7M
Non-Disc.$13.1M
Employees11
Clients1,000
DateOct 2015
Total AUM$885M
Discretionary$885M
Non-Disc.$0
Employees11
Clients1,400
DateOct 2015
Total AUM$885M
Discretionary$885M
Non-Disc.$0
Employees11
Clients1,400
DateMar 2015
Total AUM$885M
Discretionary$885M
Non-Disc.$0
Employees11
Clients1,400
DateSep 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1,800
DateAug 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1,800
DateJul 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1,800
DateMay 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1,800
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1,800
DateJan 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients1,900
DateOct 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients1,900
DateSep 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients1,900
DateJun 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients1,900
DateMay 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients1,900
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients1,900
DateNov 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients1,800
DateSep 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1,800
DateSep 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1,800
DateSep 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1,800
DateAug 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1,800
DateApr 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1,800
DateMar 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1,800
DateNov 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees11
Clients2,000
DateJun 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$53.5M
Employees--
Clients--
DateJan 2008
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$53.5M
Employees--
Clients--
DateOct 2007
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$53.5M
Employees--
Clients--
DateApr 2007
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$53.5M
Employees--
Clients--
DateMar 2007
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$53.5M
Employees--
Clients--
DateMar 2006
Total AUM$2.2B
Discretionary$1.4B
Non-Disc.$872.3M
Employees51
Clients--
DateJan 2006
Total AUM$1.7B
Discretionary$1B
Non-Disc.$710.8M
Employees51
Clients--
DateDec 2005
Total AUM$1.7B
Discretionary$1B
Non-Disc.$710.8M
Employees51
Clients--
DateSep 2005
Total AUM$1.7B
Discretionary$1B
Non-Disc.$710.8M
Employees51
Clients--
DateMay 2005
Total AUM$1.7B
Discretionary$1B
Non-Disc.$710.8M
Employees51
Clients--
DateMay 2004
Total AUM$1.3B
Discretionary$776.2M
Non-Disc.$478.6M
Employees51
Clients--
DateMar 2004
Total AUM$1.3B
Discretionary$776.2M
Non-Disc.$478.6M
Employees51
Clients--
DateDec 2003
Total AUM$527.9M
Discretionary$467.2M
Non-Disc.$60.7M
Employees--
Clients--
DateApr 2002
Total AUM$447.5M
Discretionary$332.2M
Non-Disc.$115.2M
Employees--
Clients--
DateApr 2002
Total AUM$447.5M
Discretionary$332.2M
Non-Disc.$115.2M
Employees--
Clients--
DateMar 2002
Total AUM$251M
Discretionary$146M
Non-Disc.$105.1M
Employees--
Clients--
DateMay 2001
Total AUM$179.2M
Discretionary$129.4M
Non-Disc.$49.8M
Employees10
Clients--