Wade Aaron Clouse
Investment adviser representative at Smith Capital Investors, LLC
27 yearsExperience
1 stateRegistered in
$13.1BFirm assets
8 yearsFirm in business
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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
27 years in the industry.
- Alps Distributors, Inc.Sep 2021 to now
- Smith Capital Investors, LLCAug 2021 to now
- 361 Capital LLCJun 2018 to May 2021
- Alps Mutual Funds Services Inc.Nov 1999 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Smith Capital Investors, LLC
$13.1BAssets managed
6Clients
4Advisers
8 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
- 3248313
- Firm CRD
- 294402