SMH CAPITAL ADVISORS LLC

4200 S. Hulen St.
Suite 534
Fort Worth, Texas 76109
Tel: 817-569-7000

About SMH CAPITAL ADVISORS LLC

SMH CAPITAL ADVISORS LLC, formally registered with the SEC as SMH CAPITAL ADVISORS LLC. The firm was established in 06/06/1997. They have over 2 offices throughout the country.

SMH CAPITAL ADVISORS LLC is a Fort Worth, Texas based Financial Planning firm with nearly $394,700,274 assets under management, offering retirement planning & investment advisory services to 420 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108344
SEC#	801-54089
Assets Managed by Firm	$394,700,274
No. of Clients	420
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	420	$394,700,274
Individuals (other than high net worth individuals)	210	$49,733,251
High net worth individuals	4	$5,066,726
Pension and profit sharing plans	2	$292,771,927

More Retirement Planning firms in Fort Worth, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

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