SMITH FINANCIAL INVESTMENT ADVISORS, INC.

1830 S. Plate St.
Kokomo, Indiana 46902
Tel: 765-459-4111

About SMITH FINANCIAL INVESTMENT ADVISORS, INC.

SMITH FINANCIAL INVESTMENT ADVISORS, INC, formally registered with the SEC as SMITH FINANCIAL INVESTMENT ADVISORS, INC. The firm was established in 06/15/2010. They have over 1 offices throughout the country.

SMITH FINANCIAL INVESTMENT ADVISORS, INC. is a Kokomo, Indiana based Financial Planning firm with nearly $332,832,586 assets under management, offering retirement planning & investment advisory services to 594 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154022
SEC#	801-71492
Assets Managed by Firm	$332,832,586
No. of Clients	594
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	594	$332,832,586
Individuals (other than high net worth individuals)	172	$44,857,358
High net worth individuals	120	$156,262,306
Pension and profit sharing plans	5	$26,921,929
Charitable organizations	Fewer than 5 clients	$100,313,737
Corporations or other businesses	Fewer than 5 clients	$4,477,256

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40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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