SMITH ANGLIN FINANCIAL, LLC
CRD #144386 SEC #801-68157 DALLAS, TX (972) 267-1244
SEC Registered
Total AUM
$2B
Discretionary
$1.9B
Employees
16
Clients
0
Accounts
3,824
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $2B | $1.9B | $76M | 16 | 12 |
| Mar 2025 | $2B | $1.9B | $76M | 16 | 12 |
| Mar 2025 | $2B | $1.9B | $76M | 16 | 12 |
| Sep 2024 | $1.6B | $1.5B | $70.3M | 16 | 12 |
| Mar 2024 | $1.6B | $1.5B | $70.3M | 16 | 12 |
| Mar 2024 | $1.6B | $1.5B | $70.3M | 16 | 12 |
| Mar 2023 | $1.2B | $1.2B | $23.3M | 16 | 0 |
| Nov 2022 | $1.3B | $1.3B | $27M | 15 | 9 |
| Mar 2022 | $1.3B | $1.3B | $27M | 15 | 9 |
| Mar 2021 | $1B | $984.4M | $20.8M | 14 | 10 |
| Jun 2020 | $816M | $793.1M | $22.9M | 12 | 12 |
| Mar 2020 | $816M | $793.1M | $22.9M | 12 | 12 |
| Mar 2019 | $722.2M | $701.5M | $20.8M | 20 | 0 |
| Mar 2018 | $682.6M | $660.6M | $22M | 14 | 1 |
| Jun 2017 | $554M | $533M | $21M | 19 | 700 |
| Mar 2017 | $412.2M | $394.1M | $18.1M | 18 | 700 |
| Mar 2016 | $402.2M | $386.6M | $15.6M | 18 | 700 |
| Mar 2015 | $471.1M | $454.4M | $16.7M | 14 | 700 |
| Jun 2014 | $468.9M | $447.2M | $21.6M | 17 | 724 |
| Mar 2014 | $468.9M | $447.2M | $21.6M | 17 | 724 |
| Oct 2013 | $357M | $343.5M | $13.5M | 15 | 500 |
| Sep 2013 | $357M | $343.5M | $13.5M | 15 | 500 |
| Aug 2013 | $357M | $343.5M | $13.5M | 15 | 500 |
| Jul 2013 | $357M | $343.5M | $13.5M | 15 | 500 |
| Jun 2013 | $357M | $343.5M | $13.5M | 15 | 500 |
| Mar 2013 | $357M | $343.5M | $13.5M | 15 | 500 |
| Dec 2012 | $330.3M | $296.1M | $34.2M | 13 | 400 |
| Mar 2012 | $330.3M | $296.1M | $34.2M | 11 | 400 |
| Dec 2011 | $329.8M | $299.9M | $30M | 11 | 251 |
| Nov 2010 | $282.3M | $272.3M | $10M | -- | -- |
| Mar 2010 | $282.3M | $272.3M | $10M | -- | -- |
| Mar 2009 | $254M | $249M | $5M | -- | -- |
| Jan 2008 | $321.6M | $321.6M | $0 | -- | -- |
| Aug 2007 | $0 | $0 | $0 | -- | -- |
DateMay 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$76M
Employees16
Clients12
DateMar 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$76M
Employees16
Clients12
DateMar 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$76M
Employees16
Clients12
DateSep 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.3M
Employees16
Clients12
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.3M
Employees16
Clients12
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.3M
Employees16
Clients12
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.3M
Employees16
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27M
Employees15
Clients9
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27M
Employees15
Clients9
DateMar 2021
Total AUM$1B
Discretionary$984.4M
Non-Disc.$20.8M
Employees14
Clients10
DateJun 2020
Total AUM$816M
Discretionary$793.1M
Non-Disc.$22.9M
Employees12
Clients12
DateMar 2020
Total AUM$816M
Discretionary$793.1M
Non-Disc.$22.9M
Employees12
Clients12
DateMar 2019
Total AUM$722.2M
Discretionary$701.5M
Non-Disc.$20.8M
Employees20
Clients0
DateMar 2018
Total AUM$682.6M
Discretionary$660.6M
Non-Disc.$22M
Employees14
Clients1
DateJun 2017
Total AUM$554M
Discretionary$533M
Non-Disc.$21M
Employees19
Clients700
DateMar 2017
Total AUM$412.2M
Discretionary$394.1M
Non-Disc.$18.1M
Employees18
Clients700
DateMar 2016
Total AUM$402.2M
Discretionary$386.6M
Non-Disc.$15.6M
Employees18
Clients700
DateMar 2015
Total AUM$471.1M
Discretionary$454.4M
Non-Disc.$16.7M
Employees14
Clients700
DateJun 2014
Total AUM$468.9M
Discretionary$447.2M
Non-Disc.$21.6M
Employees17
Clients724
DateMar 2014
Total AUM$468.9M
Discretionary$447.2M
Non-Disc.$21.6M
Employees17
Clients724
DateOct 2013
Total AUM$357M
Discretionary$343.5M
Non-Disc.$13.5M
Employees15
Clients500
DateSep 2013
Total AUM$357M
Discretionary$343.5M
Non-Disc.$13.5M
Employees15
Clients500
DateAug 2013
Total AUM$357M
Discretionary$343.5M
Non-Disc.$13.5M
Employees15
Clients500
DateJul 2013
Total AUM$357M
Discretionary$343.5M
Non-Disc.$13.5M
Employees15
Clients500
DateJun 2013
Total AUM$357M
Discretionary$343.5M
Non-Disc.$13.5M
Employees15
Clients500
DateMar 2013
Total AUM$357M
Discretionary$343.5M
Non-Disc.$13.5M
Employees15
Clients500
DateDec 2012
Total AUM$330.3M
Discretionary$296.1M
Non-Disc.$34.2M
Employees13
Clients400
DateMar 2012
Total AUM$330.3M
Discretionary$296.1M
Non-Disc.$34.2M
Employees11
Clients400
DateDec 2011
Total AUM$329.8M
Discretionary$299.9M
Non-Disc.$30M
Employees11
Clients251
DateNov 2010
Total AUM$282.3M
Discretionary$272.3M
Non-Disc.$10M
Employees--
Clients--
DateMar 2010
Total AUM$282.3M
Discretionary$272.3M
Non-Disc.$10M
Employees--
Clients--
DateMar 2009
Total AUM$254M
Discretionary$249M
Non-Disc.$5M
Employees--
Clients--
DateJan 2008
Total AUM$321.6M
Discretionary$321.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--