SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD #154022 SEC #801-71492 KOKOMO, IN 765-459-4111
SEC Registered
Total AUM
$378M
Discretionary
$265.3M
Employees
5
Clients
251
Accounts
613
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $378M | $265.3M | $112.8M | 5 | 0 |
| Mar 2024 | $332.8M | $144.2M | $188.6M | 5 | 0 |
| Nov 2023 | $287.6M | $127.7M | $159.8M | 5 | 0 |
| Mar 2023 | $287.6M | $127.7M | $159.8M | 5 | 0 |
| Mar 2022 | $318.8M | $134.7M | $184.1M | 5 | 1 |
| Apr 2021 | $276.1M | $122.7M | $153.3M | 6 | 0 |
| Jun 2020 | $253.9M | $106.2M | $147.7M | 6 | 1 |
| Mar 2020 | $253.9M | $106.2M | $147.7M | 6 | 1 |
| Mar 2019 | $185.1M | $82.2M | $102.9M | 4 | 1 |
| Mar 2018 | $201.4M | $79.6M | $121.8M | 4 | 2 |
| Aug 2017 | $164.6M | $72.6M | $92M | 6 | 200 |
| Mar 2017 | $164.6M | $72.6M | $92M | 6 | 200 |
| Mar 2017 | $164.6M | $72.6M | $92M | 6 | 200 |
| Mar 2016 | $145.4M | $61.4M | $84.1M | 6 | 200 |
| Mar 2015 | $148.1M | $59M | $89.1M | 5 | 100 |
| Mar 2014 | $112.6M | $50.6M | $62M | 5 | 100 |
| Jan 2014 | $112.6M | $50.6M | $62M | 5 | 100 |
| Mar 2013 | $95.8M | $39.5M | $56.3M | 5 | 26 |
| Mar 2012 | $143.4M | $33.9M | $109.5M | 1 | 26 |
| Mar 2011 | $82.3M | $82.3M | $0 | 5 | -- |
| Oct 2010 | $70M | $70M | $0 | 5 | -- |
| May 2010 | $70M | $70M | $0 | 5 | -- |
DateMar 2025
Total AUM$378M
Discretionary$265.3M
Non-Disc.$112.8M
Employees5
Clients0
DateMar 2024
Total AUM$332.8M
Discretionary$144.2M
Non-Disc.$188.6M
Employees5
Clients0
DateNov 2023
Total AUM$287.6M
Discretionary$127.7M
Non-Disc.$159.8M
Employees5
Clients0
DateMar 2023
Total AUM$287.6M
Discretionary$127.7M
Non-Disc.$159.8M
Employees5
Clients0
DateMar 2022
Total AUM$318.8M
Discretionary$134.7M
Non-Disc.$184.1M
Employees5
Clients1
DateApr 2021
Total AUM$276.1M
Discretionary$122.7M
Non-Disc.$153.3M
Employees6
Clients0
DateJun 2020
Total AUM$253.9M
Discretionary$106.2M
Non-Disc.$147.7M
Employees6
Clients1
DateMar 2020
Total AUM$253.9M
Discretionary$106.2M
Non-Disc.$147.7M
Employees6
Clients1
DateMar 2019
Total AUM$185.1M
Discretionary$82.2M
Non-Disc.$102.9M
Employees4
Clients1
DateMar 2018
Total AUM$201.4M
Discretionary$79.6M
Non-Disc.$121.8M
Employees4
Clients2
DateAug 2017
Total AUM$164.6M
Discretionary$72.6M
Non-Disc.$92M
Employees6
Clients200
DateMar 2017
Total AUM$164.6M
Discretionary$72.6M
Non-Disc.$92M
Employees6
Clients200
DateMar 2017
Total AUM$164.6M
Discretionary$72.6M
Non-Disc.$92M
Employees6
Clients200
DateMar 2016
Total AUM$145.4M
Discretionary$61.4M
Non-Disc.$84.1M
Employees6
Clients200
DateMar 2015
Total AUM$148.1M
Discretionary$59M
Non-Disc.$89.1M
Employees5
Clients100
DateMar 2014
Total AUM$112.6M
Discretionary$50.6M
Non-Disc.$62M
Employees5
Clients100
DateJan 2014
Total AUM$112.6M
Discretionary$50.6M
Non-Disc.$62M
Employees5
Clients100
DateMar 2013
Total AUM$95.8M
Discretionary$39.5M
Non-Disc.$56.3M
Employees5
Clients26
DateMar 2012
Total AUM$143.4M
Discretionary$33.9M
Non-Disc.$109.5M
Employees1
Clients26
DateMar 2011
Total AUM$82.3M
Discretionary$82.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--