SMEDLEY FINANCIAL SERVICES INC
CRD #110870 SEC #801-17207 SALT LAKE CITY, UT 801-355-8888
SEC Registered
Total AUM
$341.8M
Discretionary
$341.8M
Employees
10
Clients
251
Accounts
1,952
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $341.8M | $341.8M | $0 | 10 | 9 |
| Jul 2025 | $341.8M | $341.8M | $0 | 10 | 9 |
| Jan 2025 | $307.1M | $307.1M | $0 | 10 | 13 |
| Dec 2024 | $307.1M | $307.1M | $0 | 10 | 13 |
| Sep 2024 | $307.1M | $307.1M | $0 | 10 | 13 |
| Aug 2023 | $277.7M | $277.7M | $0 | 10 | 9 |
| Aug 2022 | $260M | $260M | $0 | 10 | 2 |
| Jul 2022 | $276.7M | $276.7M | $0 | 10 | 6 |
| Mar 2022 | $276.7M | $276.7M | $0 | 10 | 6 |
| Aug 2021 | $276.7M | $276.7M | $0 | 10 | 6 |
| May 2021 | $223M | $223M | $0 | 10 | 2 |
| Sep 2020 | $223M | $223M | $0 | 10 | 2 |
| Jun 2020 | $231.4M | $231.4M | $0 | 10 | 2 |
| Jun 2020 | $231.4M | $231.4M | $0 | 10 | 2 |
| Aug 2019 | $231.4M | $231.4M | $0 | 10 | 2 |
| Jan 2019 | $224.6M | $224.6M | $0 | 9 | 5 |
| Aug 2018 | $314.6M | $314.6M | $0 | 9 | 5 |
| Apr 2018 | $309.8M | $309.8M | $0 | 10 | 4 |
| Aug 2017 | $200.3M | $200.3M | $0 | 10 | 800 |
| May 2017 | $186.5M | $186.5M | $0 | 9 | 800 |
| Sep 2016 | $186.5M | $186.5M | $0 | 9 | 800 |
| Aug 2015 | $179.6M | $179.6M | $0 | 9 | 800 |
| Feb 2015 | $182M | $182M | $0 | 9 | 800 |
| Aug 2014 | $182M | $182M | $0 | 9 | 800 |
| Aug 2013 | $161M | $161M | $0 | 9 | 832 |
| Aug 2012 | $147.6M | $147.6M | $0 | 6 | 850 |
| Jun 2012 | $143.6M | $143.6M | $0 | 6 | 800 |
| May 2012 | $143.6M | $143.6M | $0 | 6 | 800 |
| Feb 2012 | $143.6M | $143.6M | $0 | 6 | 800 |
| May 2011 | $165.9M | $165.9M | $0 | 10 | -- |
| Oct 2010 | $165.9M | $165.9M | $0 | 10 | -- |
| Sep 2007 | $219.4M | $219.4M | $0 | 10 | -- |
| Sep 2007 | $219.4M | $219.4M | $0 | 10 | -- |
| Jan 2007 | $200.5M | $200.5M | $0 | 10 | -- |
| Jan 2005 | $175.7M | $175.7M | $0 | -- | -- |
| Jun 2004 | $138.9M | $138.9M | $0 | -- | -- |
| Jun 2004 | $138.9M | $138.9M | $0 | -- | -- |
| Sep 2001 | $117.5M | $117.5M | $0 | -- | -- |
DateAug 2025
Total AUM$341.8M
Discretionary$341.8M
Non-Disc.$0
Employees10
Clients9
DateJul 2025
Total AUM$341.8M
Discretionary$341.8M
Non-Disc.$0
Employees10
Clients9
DateJan 2025
Total AUM$307.1M
Discretionary$307.1M
Non-Disc.$0
Employees10
Clients13
DateDec 2024
Total AUM$307.1M
Discretionary$307.1M
Non-Disc.$0
Employees10
Clients13
DateSep 2024
Total AUM$307.1M
Discretionary$307.1M
Non-Disc.$0
Employees10
Clients13
DateAug 2023
Total AUM$277.7M
Discretionary$277.7M
Non-Disc.$0
Employees10
Clients9
DateAug 2022
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees10
Clients2
DateJul 2022
Total AUM$276.7M
Discretionary$276.7M
Non-Disc.$0
Employees10
Clients6
DateMar 2022
Total AUM$276.7M
Discretionary$276.7M
Non-Disc.$0
Employees10
Clients6
DateAug 2021
Total AUM$276.7M
Discretionary$276.7M
Non-Disc.$0
Employees10
Clients6
DateMay 2021
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees10
Clients2
DateSep 2020
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees10
Clients2
DateJun 2020
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees10
Clients2
DateJun 2020
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees10
Clients2
DateAug 2019
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees10
Clients2
DateJan 2019
Total AUM$224.6M
Discretionary$224.6M
Non-Disc.$0
Employees9
Clients5
DateAug 2018
Total AUM$314.6M
Discretionary$314.6M
Non-Disc.$0
Employees9
Clients5
DateApr 2018
Total AUM$309.8M
Discretionary$309.8M
Non-Disc.$0
Employees10
Clients4
DateAug 2017
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees10
Clients800
DateMay 2017
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees9
Clients800
DateSep 2016
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees9
Clients800
DateAug 2015
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees9
Clients800
DateFeb 2015
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees9
Clients800
DateAug 2014
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees9
Clients800
DateAug 2013
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees9
Clients832
DateAug 2012
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees6
Clients850
DateJun 2012
Total AUM$143.6M
Discretionary$143.6M
Non-Disc.$0
Employees6
Clients800
DateMay 2012
Total AUM$143.6M
Discretionary$143.6M
Non-Disc.$0
Employees6
Clients800
DateFeb 2012
Total AUM$143.6M
Discretionary$143.6M
Non-Disc.$0
Employees6
Clients800
DateMay 2011
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$175.7M
Discretionary$175.7M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2001
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees--
Clients--