John David Brim
Investment adviser representative at Smith Group Asset Management, LLC
28 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Cantor Fitzgerald Investment AdvisorsJul 2026 to now
- Smith Group Asset Management, LLCJul 2021 to now
- Smith Asset Management Group/discovery ManagementMar 1998 to Jul 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Smith Group Asset Management, LLC
$1.4BAssets managed
2,320Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2933011
- Firm CRD
- 313265