Fisher\smb
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 331205
- SEC number
- 801-130272
- Firm type
- RIA
- Assets under management
- $6.8B as of Jun 4, 2026
- Website
- www.linkedin.com/company/fishersmb ↗
- Phone
- 888-674-4504
- Address
- 4100 International Parkway, Carrollton, TX, 75007
Advisors at this firm
51 in our index · page 1 of 2
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David Lloyd AllredCRD 4963746 · South Jordan, UTIA RegisteredRegistration inactive
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Eleazar AvalosCRD 7413080 · Carrollton, TXIA RegisteredRegistration inactive
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Jesus Rafael Aguilera DiazCRD 8218296 · Carrollton, TXIA Registered
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Ty Cliffton BoggsCRD 7167491 · Carrollton, TXIA RegisteredRegistration inactive
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Jason Scott BrantleyCRD 2795015 · Carrollton, TXIA Registered
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Phong Quoc BuiCRD 6714247 · Vancouver, WAIA Registered
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Peter Joseph CalvoCRD 4949109 · Davidsonville, MDIA RegisteredRegistration inactive
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Nichole Lee CangaCRD 7511215 · Carrollton, TXIA Registered
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Casey Troy ChajkowskiCRD 6271106 · Carrollton, TXIA RegisteredRegistration inactive
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Kyle Asa ClarkCRD 6442580 · Vancouver, WAIA Registered
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Adam Frederick ColemanCRD 5074238 · Vancouver, WAIA Registered
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James DavisCRD 7354913 · Carrollton, TXIA Registered
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Kimberly Nicole EllisCRD 5728485 · Carrollton, TXIA Registered
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Jason Charles ErwinCRD 6451144 · Vancouver, WAIA Registered
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Andrew Joseph FadenrechtCRD 5495152 · Vancouver, WAIA Registered
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Nathan Carlyle FisherCRD 5308530 · Carrollton, TXIA Registered
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Collin Bishop FosterCRD 6185205 · Vancouver, WAIA Registered
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Brian Paul GriffithCRD 5230228 · Vancouver, WAIA Registered
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Gregory Scott GroomsCRD 6430284 · Eagle Mountain, UTIA RegisteredRegistration inactive
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Edgar Karel GutierrezCRD 8218293 · Carrollton, TXIA Registered
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Katharine Bilodeau HartCRD 3180999 · San Francisco, CAIA Registered
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Jack Ryan HealyCRD 7239952 · Carrollton, TXIA Registered
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Matthew Mark HuddlestonCRD 2873521 · Austin, TXIA Registered
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James Wesley HumphriesCRD 5495477 · Carrollton, TXIA RegisteredRegistration inactive
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Jesse HenleyCRD 7178193 · Carrollton, TXIA RegisteredRegistration inactive
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Julia Anne JohnsonCRD 6645248 · Vancouver, WAIA Registered
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John J KleinCRD 4827229 · Carrollton, TXIA Registered
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Timothy John KroonCRD 4608531 · Vancouver, WAIA Registered
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Hayden Matthew LackeyCRD 5745244 · Carrollton, TXIA RegisteredRegistration inactive
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Jose Luis Leyva-HernandezCRD 8110560 · Vancouver, WAIA Registered
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Dylan Walker MarksCRD 6187489 · Vancouver, WAIA Registered
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Justin Edward McdonaldCRD 3084489 · Memphis, TNIA Registered
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Blaine Charles Michael MckeeCRD 7586255 · Carrollton, TXIA Registered
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Joseph MatteiCRD 1985316 · Carrollton, TXIA RegisteredRegistration inactive
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Artur David MetkeCRD 8179220 · Carrollton, TXIA Registered
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Armando NeriCRD 7224305 · Vancouver, WAIA Registered
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Mathew Thomas O'brienCRD 7433138 · Carrollton, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Thomas OxendineCRD 7731167 · Carrollton, TXIA Registered
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Jason Wayne PackhamCRD 4552853 · Vancouver, WAIA RegisteredRegistration inactive
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Raymond Warren PierottCRD 6870168 · Carrollton, TXIA Registered
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Alexander Huckleberry QueenCRD 4134017 · Carrollton, TXIA Registered
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Alexander Burnett Richholt-BudihasCRD 6051134 · Vancouver, WAIA Registered
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Micaias RodriguezCRD 8110991 · Carrollton, TXIA Registered
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Bruce Henry SimpsenCRD 5146571 · Carrollton, TXIA RegisteredRegistration inactive
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Colin Andrew SmithCRD 4998799 · Camas, WAIA Registered
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Tyler SchroederCRD 6291787 · Carrollton, TXIA RegisteredRegistration inactive
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Jeffrey Alan SegoCRD 8177589 · Vancouver, WAIA Registered
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Itati Tapia ChavezCRD 7492528 · Carrollton, TXIA Registered
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Chen-Han WangCRD 5860509 · Carrollton, TXIA RegisteredRegistration inactive
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Heather Suzanne WolfsmithCRD 7273811 · Vancouver, WAIA Registered
1–50 of 51Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 331205 ↗
FINRA BrokerCheck record for firm CRD 331205 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.