Smi Advisory Services, LLC

CRD 137872 · Columbus, IN · $949.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 137872
SEC number: 801-64882
Firm type: RIA
Assets under management: $949.0M as of Jan 15, 2026
Website: smiprivateclient.com ↗
Phone: 800-796-4975
Address: 4400 Ray Boll Blvd., Columbus, IN, 47203

Advisors at this firm

7 in our index · page 1 of 1

Anthony Shayne AyersCRD 2503806 · Columbus, IN

IA Registered
Eric Stephen CollierCRD 5052172 · Columbus, IN

IA Registered
Bryce William FathauerCRD 6322824 · Columbus, IN

IA Registered
Isaac JonesCRD 7792931 · Columbus, IN

IA Registered
Sandra MorrisonCRD 6113277 · Columbus, IN

IA Registered
Brian R MondicsCRD 7545075 · Columbus, IN

IA Registered
Paul Lance WilkinCRD 2233449 · Columbus, IN

IA Registered

Source & corrections

Where this page comes from

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