Investment adviser · CRD 312537
SMITH THORNTON ADVISORS, LLC
Investment adviser filing (IA)
HUNTSVILLE, AL, United States · Form ADV filed Aug 25, 2026
- Regulatory AUM
- $852M Form ADV · Item 5.F
- Client accounts
- 858 Accounts, not individual clients
- Employees
- 8 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 |
|---|---|---|---|
| Retirement plans | 8 | $465,051,513 | 54.6% |
| High-net-worth individuals | 91 | $305,597,392 | 35.9% |
| Individuals | 236 | $71,683,135 | 8.4% |
| Corporations & businesses | Fewer than 5 | $7,327,556 | 0.9% |
| Charities | Fewer than 5 | $1,408,461 | 0.2% |
| Government entities | Fewer than 5 | $1,185,083 | 0.1% |
Filing source
Form ADV 2127661 · Aug 25, 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: Aug 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
626 CLINTON AVENUE WEST, SUITE 100HUNTSVILLE, AL, 35801, United States
CRD 312537
Filing source
Form ADV 2127661 · Aug 25, 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.