Investment adviser · CRD 137872
SMI ADVISORY SERVICES, LLC
Investment adviser filing (IA)
COLUMBUS, IN, United States · Form ADV filed Jan 15, 2026
- Regulatory AUM
- $949M Form ADV · Item 5.F
- Client accounts
- 1,083 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Individuals | 1,080 | $723,000,000 | 76.2% |
| Investment companies | 3 | $226,000,000 | 23.8% |
Filing source
Form ADV 2041113 · Jan 15, 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: Jan 15, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management
Compensation
Percentage of assets
Principal office
4400 RAY BOLL BLVD.COLUMBUS, IN, 47203, United States
CRD 137872
Filing source
Form ADV 2041113 · Jan 15, 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.