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SMITH THORNTON ADVISORS, LLC

626 Clinton Avenue West
Suite 100
Huntsville, Alabama 35801
Tel: 256-715-7715

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About SMITH THORNTON ADVISORS, LLC

SMITH THORNTON ADVISORS, LLC, formally registered with the SEC as SMITH THORNTON ADVISORS, LLC. The firm was established in 02/22/2021. They have over 2 offices throughout the country.

SMITH THORNTON ADVISORS, LLC is a Huntsville, Alabama based Financial Planning firm with nearly $735,361,770 assets under management, offering retirement planning & investment advisory services to 765 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#312537
SEC#801-120351
Assets Managed by Firm$735,361,770
No. of Clients765
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total765$735,361,770
Individuals (other than high net worth individuals)224$53,937,579
High net worth individuals80$245,402,128
Pension and profit sharing plans23$427,390,820
Corporations or other businessesFewer than 5 clients$6,276,028

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