SMITH ASSET MANAGEMENT CO., LLC
CRD #127684 SEC #801-81169 CHIEFLAND, FL 352-493-7700
SEC Registered Disclosures
Total AUM
$261.4M
Discretionary
$261.4M
Employees
7
Clients
--
Accounts
1,180
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $261.4M | $261.4M | $0 | 7 | 0 |
| Feb 2025 | $261.4M | $261.4M | $0 | 7 | 0 |
| Jul 2024 | $233.7M | $233.7M | $0 | 4 | 0 |
| Mar 2024 | $233.7M | $233.7M | $0 | 4 | 0 |
| Mar 2023 | $229M | $229M | $0 | 2 | 0 |
| Oct 2022 | $225M | $225M | $0 | 1 | 0 |
| Mar 2022 | $225M | $225M | $0 | 1 | 0 |
| Feb 2021 | $209.3M | $209.3M | $0 | 2 | 0 |
| Jun 2020 | $177M | $177M | $0 | 1 | 0 |
| Apr 2020 | $177M | $177M | $0 | 1 | 0 |
| Mar 2020 | $177M | $177M | $0 | 1 | 0 |
| Oct 2019 | $157.3M | $157.3M | $0 | 1 | 0 |
| Aug 2019 | $157.3M | $157.3M | $0 | 1 | 0 |
| Feb 2019 | $157.3M | $157.3M | $0 | 1 | 0 |
| Feb 2018 | $159.2M | $159.2M | $0 | 1 | 0 |
| Mar 2017 | $146.1M | $146.1M | $0 | 2 | 200 |
| Feb 2016 | $117.1M | $117.1M | $0 | 2 | 200 |
| Mar 2015 | $112M | $112M | $0 | 2 | 200 |
DateApr 2025
Total AUM$261.4M
Discretionary$261.4M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$261.4M
Discretionary$261.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$233.7M
Discretionary$233.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$233.7M
Discretionary$233.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$229M
Discretionary$229M
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees1
Clients0
DateOct 2019
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees2
Clients200
DateFeb 2016
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees2
Clients200