Investment adviser · CRD 110870
SMEDLEY FINANCIAL SERVICES INC
Investment adviser filing (IA)
SALT LAKE CITY, UT, United States · Form ADV filed Jul 29, 2026
- Regulatory AUM
- $397M Form ADV · Item 5.F
- Client accounts
- 1,961 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 105 | $217,997,200 | 55.0% |
| Individuals | 744 | $176,417,868 | 44.5% |
| Corporations & businesses | 6 | $2,251,273 | 0.6% |
Filing source
Form ADV 2119666 · Jul 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Subscription · Fixed · Commissions
Principal office
102 S. 200 E., SUITE 100SALT LAKE CITY, UT, 84111-3110, United States
CRD 110870
Filing source
Form ADV 2119666 · Jul 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.