SMI ADVISORY SERVICES, LLC
CRD #137872 SEC #801-64882 COLUMBUS, IN 800-796-4975
SEC Registered
Total AUM
$840M
Discretionary
$840M
Employees
5
Clients
--
Accounts
995
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $840M | $840M | $0 | 5 | 0 |
| Jan 2025 | $840M | $840M | $0 | 5 | 0 |
| Jul 2024 | $815M | $815M | $0 | 5 | 0 |
| Jul 2024 | $815M | $815M | $0 | 5 | 0 |
| Mar 2024 | $777M | $777M | $0 | 5 | 0 |
| May 2023 | $730M | $730M | $0 | 4 | 0 |
| May 2023 | $668M | $668M | $0 | 4 | 0 |
| Mar 2023 | $668M | $668M | $0 | 4 | 0 |
| Aug 2022 | $667M | $667M | $0 | 4 | 0 |
| Aug 2022 | $667M | $667M | $0 | 4 | 0 |
| Mar 2022 | $688.1M | $688.1M | $0 | 3 | 0 |
| Jan 2022 | $688.1M | $688.1M | $0 | 3 | 0 |
| Jan 2022 | $688.1M | $688.1M | $0 | 3 | 0 |
| Jan 2022 | $664M | $664M | $0 | 5 | 0 |
| Dec 2021 | $664M | $664M | $0 | 5 | 0 |
| Oct 2021 | $664M | $664M | $0 | 5 | 0 |
| Jan 2021 | $603.8M | $603.8M | $0 | 5 | 0 |
| Dec 2020 | $577M | $577M | $0 | 5 | 0 |
| Nov 2020 | $533M | $533M | $0 | 5 | 0 |
| Sep 2020 | $533M | $533M | $0 | 5 | 0 |
| Jul 2020 | $533M | $533M | $0 | 5 | 0 |
| Jul 2020 | $533M | $533M | $0 | 5 | 0 |
| Jul 2020 | $533M | $533M | $0 | 5 | 0 |
| Jun 2020 | $533M | $533M | $0 | 5 | 0 |
| Jan 2020 | $533M | $533M | $0 | 5 | 0 |
| Aug 2019 | $475.8M | $475.8M | $0 | 5 | 0 |
| Jun 2019 | $475.8M | $475.8M | $0 | 5 | 0 |
| May 2019 | $475.8M | $475.8M | $0 | 5 | 0 |
| Jan 2019 | $475.8M | $475.8M | $0 | 5 | 0 |
| Jan 2019 | $475.8M | $475.8M | $0 | 5 | 0 |
| Sep 2018 | $445M | $445M | $0 | 5 | 0 |
| Sep 2018 | $445M | $445M | $0 | 5 | 0 |
| May 2018 | $445M | $445M | $0 | 5 | 0 |
| Feb 2018 | $445M | $445M | $0 | 5 | 0 |
| Oct 2017 | $423.7M | $423.7M | $0 | 5 | 0 |
| Oct 2017 | $423.7M | $423.7M | $0 | 5 | 0 |
| Jul 2017 | $424.3M | $424.3M | $0 | 5 | 11 |
| Jun 2017 | $424.3M | $424.3M | $0 | 5 | 11 |
| Feb 2017 | $424.3M | $424.3M | $0 | 5 | 11 |
| Dec 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| Nov 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| Aug 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| Aug 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| Jul 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| May 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| May 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| Apr 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| Apr 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| Mar 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| Feb 2016 | $455.7M | $455.7M | $0 | 5 | 1 |
| Feb 2015 | $483.1M | $483.1M | $0 | 5 | 1 |
| Jul 2014 | $415.4M | $415.4M | $0 | 4 | 1 |
| Feb 2014 | $415.4M | $415.4M | $0 | 4 | 1 |
| Sep 2013 | $293.9M | $293.9M | $0 | 4 | 1 |
| Feb 2013 | $293.9M | $293.9M | $0 | 4 | 1 |
| Mar 2012 | $316M | $316M | $0 | 1 | 1 |
| Mar 2011 | $314M | $314M | $0 | 5 | -- |
| Aug 2010 | $300M | $300M | $0 | 5 | -- |
| Jan 2010 | $300M | $300M | $0 | 5 | -- |
| Dec 2005 | $1 | $1 | $0 | 5 | -- |
| Nov 2005 | $1 | $1 | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$840M
Discretionary$840M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$840M
Discretionary$840M
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$815M
Discretionary$815M
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$815M
Discretionary$815M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$777M
Discretionary$777M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$730M
Discretionary$730M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$668M
Discretionary$668M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$668M
Discretionary$668M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$667M
Discretionary$667M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$667M
Discretionary$667M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$664M
Discretionary$664M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$664M
Discretionary$664M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$664M
Discretionary$664M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$603.8M
Discretionary$603.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$577M
Discretionary$577M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$533M
Discretionary$533M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$533M
Discretionary$533M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$533M
Discretionary$533M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$533M
Discretionary$533M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$533M
Discretionary$533M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$533M
Discretionary$533M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$533M
Discretionary$533M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$475.8M
Discretionary$475.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2019
Total AUM$475.8M
Discretionary$475.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$475.8M
Discretionary$475.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$475.8M
Discretionary$475.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$475.8M
Discretionary$475.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$445M
Discretionary$445M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$445M
Discretionary$445M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$445M
Discretionary$445M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$445M
Discretionary$445M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$423.7M
Discretionary$423.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$423.7M
Discretionary$423.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$424.3M
Discretionary$424.3M
Non-Disc.$0
Employees5
Clients11
DateJun 2017
Total AUM$424.3M
Discretionary$424.3M
Non-Disc.$0
Employees5
Clients11
DateFeb 2017
Total AUM$424.3M
Discretionary$424.3M
Non-Disc.$0
Employees5
Clients11
DateDec 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateNov 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateAug 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateAug 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateJul 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateMay 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateMay 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateApr 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateApr 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateFeb 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees5
Clients1
DateFeb 2015
Total AUM$483.1M
Discretionary$483.1M
Non-Disc.$0
Employees5
Clients1
DateJul 2014
Total AUM$415.4M
Discretionary$415.4M
Non-Disc.$0
Employees4
Clients1
DateFeb 2014
Total AUM$415.4M
Discretionary$415.4M
Non-Disc.$0
Employees4
Clients1
DateSep 2013
Total AUM$293.9M
Discretionary$293.9M
Non-Disc.$0
Employees4
Clients1
DateFeb 2013
Total AUM$293.9M
Discretionary$293.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2012
Total AUM$316M
Discretionary$316M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$314M
Discretionary$314M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$1
Discretionary$1
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$1
Discretionary$1
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--