Investment adviser · CRD 284508
SMITH BRUER
Investment adviser filing (IA)
SMITH BRUER ADVISORS, LLC
TALLAHASSEE, FL, United States · Form ADV filed Mar 4, 2026
- Regulatory AUM
- $238M Form ADV · Item 5.F
- Client accounts
- 458 Accounts, not individual clients
- Employees
- 6 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 |
|---|---|---|---|
| High-net-worth individuals | 61 | $119,452,071 | 50.1% |
| Retirement plans | 20 | $65,383,501 | 27.4% |
| Individuals | 189 | $53,647,477 | 22.5% |
Filing source
Form ADV 2062950 · Mar 4, 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: Mar 4, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
1700 SUMMIT LAKE DRIVE, SUITE 102TALLAHASSEE, FL, 32317, United States
CRD 284508
Filing source
Form ADV 2062950 · Mar 4, 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.